Willis Johnson & Associates is a registered investment advisor based in Houston, TX, specializing in providing unbiased financial advice and expertise to corporate professionals and executives, including those from Shell, Chevron, BP, and other companies. Their comprehensive approach combines strategic tax planning, investment management, and optimization of employer-provided benefits to help clients maximize their retirement savings and achieve their long-term financial goals.
As a fiduciary, Willis Johnson & Associates always puts their clients' interests first, offering straight fee-only financial planning and asset management services. Their interdisciplinary team of wealth managers and CPAs provides holistic financial support, creating custom plans that consider both current needs and future retirement, while also identifying opportunities to optimize company benefits and minimize tax liabilities.
Generated from the website