In order to succeed in life financially, you must plan. It is important to know where you are financially and what must be done now in order to determine where you want to be in the future. PK Johnson Financial Services/Inclusive Financial Services are Financial Consultants who assist and guide individuals through planning for a strong financial future. Whether it is saving for financial emergencies, planning and investing for college and/or retirement, protecting your family against loss of life, or independence we can help.
Our priority is YOU, our client. We listen and prepare customized plans for our clients to provide a strategic guide. We review risk tolerance, purpose, and where clients are in life financially in order to create a plan based on their circumstance. Options are presented based on our client's time horizon and the current financial environment. For more than 30 years our founder and owner, Phyllis Kirven Johnson, has assisted clients in striving to reach their financial goals.
As a client you will have access to your own personal website so we can assist you in keeping track of your accounts/investments. Our clients also have access to create a budget in order to control spending through their personal website. We also understand that things change over time. Our clients are informed monthly through our eNewsletters which provides market monitoring, general updates, insights, and reports.
In addition to our services, Annual Reviews are preformed to update any changes in our client's life, investments, and/or trends that may affect their financial goals. Clients can also call or email us anytime for a review or if they have any questions.
Review our website, look at some of the videos then email us for a complimentary consultation to understand how we believe “Success Starts with Planning”.
"Understanding who our clients are by continuously listening to their financial desires and getting to know them in order to develop a trusted relationship is our number one priority."
- Phyllis Kirven Johnson