Johnson Financial Strategies, LLC

Johnson Financial Strategies, LLC Jonathan Johnson is a CFP® professional Specializing in Wealth Accumulation & Protection Strategies I am not licensed in all jurisdictions.

For over 15 years, the Johnson Financial Strategies team has been successfully educating families, executives, and businesses on their finances and helping them build a plan for a strong financial future. We take pride in our highly-personalized approach and have confidence in being able to deliver success and value to our clients. It is our mission to not just give you a plan, but help you maintain and carry out that plan. We are here to help you adjust and grow as your life changes.

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I am a Financial Adviser offering investment advisory services through Eagle Strategies LLC, A Registered Investment Adviser. I am also licensed as an Agent with New York Life Insurance Company and a Registered Representative of and offer securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), A Licensed Insurance Agency. 5005 Lyndon B Johnson Freeway, Suite 1600, Dallas, TX 75244-6115, (903) 705-6544. Neither Johnson Financial Strategies nor New York Life Insurance Company, nor its agents, provides tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions. Johnson Financial Strategies is not owned or operated by New York Life Insurance Company or its affiliates. Any testimonial on this site is based on an individual’s experience and may not be representative of the experience of other customers. These testimonials are no guarantee of future performance or success. Eagle Strategies LLC and NYLIFE Securities LLC are New York Life Companies.

Older homeowners are getting less for their homes when they sell, according to a new study. Learn how this trend may aff...
08/28/2026

Older homeowners are getting less for their homes when they sell, according to a new study. Learn how this trend may affect retirement planning and financial decisions.

Older homeowners are getting less for their homes when they sell, according to a new study, raising important questions about retirement income and taxes.

Estate tax and inheritance tax are both often referred to as "death taxes," but they aren’t the same when it comes down ...
08/25/2026

Estate tax and inheritance tax are both often referred to as "death taxes," but they aren’t the same when it comes down to who pays.

As scammers embrace new tech, use these strategies to help safeguard your accounts.
08/20/2026

As scammers embrace new tech, use these strategies to help safeguard your accounts.

As scammers embrace new tech, use these strategies to safeguard your accounts.

Summer spending can leave you with higher credit card balances and lower savings. Learn how to recover from a financial ...
08/17/2026

Summer spending can leave you with higher credit card balances and lower savings. Learn how to recover from a financial hangover and reset your budget before fall.

Summer vacations, family outings and impulse purchases can strain your budget. Here's how to get your savings and spending back on track before the holidays.

08/14/2026

Wealth protects your lifestyle, but liquidity protects your wealth. Here’s why a strategic cash cushion can play an important role in your overall financial strategy.

Life insurance is that boring-but-crucial thing you really need to get now so that your family doesn't have to launch a ...
08/12/2026

Life insurance is that boring-but-crucial thing you really need to get now so that your family doesn't have to launch a GoFundMe when you're gone.

Life insurance is that boring-but-crucial thing you really need to get now so that your family doesn't have to launch a GoFundMe when you're gone. Also, that small policy from work? It's like a snack, not a whole dinner.

Taxpayers may receive automatic IRS relief under a new system, but a key eligibility rule still applies.
08/06/2026

Taxpayers may receive automatic IRS relief under a new system, but a key eligibility rule still applies.

Scams are rampant and hard to identify. Stay up to date with this information.
08/03/2026

Scams are rampant and hard to identify. Stay up to date with this information.

Why the ultra-rich are flocking to new corners of the world — and what their moves reveal about real estate hotspots.
12/02/2025

Why the ultra-rich are flocking to new corners of the world — and what their moves reveal about real estate hotspots.

Why the ultra-rich are flocking to new corners of the world — and what their moves reveal about real estate hot spots.

Should you work until you reach your full retirement age or retire early? Learn about the pros and cons to both options.
11/27/2025

Should you work until you reach your full retirement age or retire early? Learn about the pros and cons to both options.

The majority of people retire early, leaving the workforce before reaching their full retirement age (FRA). Maybe you should, too.

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2600 Netowrk Boulevard Suite 130
Frisco, TX
75034

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