Financial Services

financial servicesD.W. Johnson & Associates specializes in financial planning services to preserve wealth and protect your assets for the future. Our vast knowledge of financial services gives us the insight to help clients make critical decisions that affect their future. We spend considerable time developing a thorough understanding of your personal financial goals so we can coordinate a personalized plan that will allow you to feel confident and well-prepared for the years to come. We analyze your assets, sources of retirement income, investment options, and consider various alternatives for retirement planning, in order to maximize the value of your estate.

Planning adequately for the financial security of you and your family requires the assistance of a qualified professional like D.W. Johnson & Associates. Our Buffalo, Buffalo Accountant has been working with local individuals and families for many years and we strive to build a lifelong relationship with each of our clients.

Financial Services for Individuals

Get your financial advice from a trusted Accountant. Request a free consultation through our website to learn more or call 716-631-0700 now.

Our financial services include:

  • Setting up of profit sharing and 401(k) plan documents
  • Evaluations of qualified retirement plans (SEP, SIMPLE 401(k), Profit Sharing, IRA, etc.)
  • Mutual funds and annuities
  • Employee benefit plans
  • Health benefit plans
  • Estate planning
  • Trust planning and charitable gifting
  • Business exit strategies
  • Executive compensation plans
  • Key employee retention plans
  • Welfare benefit plans
  • Insurance and asset protection
  • Succession planning and business continuation
  • Buy/sell agreements

We offer FREE consultation to help you choose the right structure and ensure that you minimize your taxes. Call us today and ask for Dennis Johnson to schedule a mutually convenient appointment.

Williamsville, NY 716-631-0700
Toll Free at 1-877-922-8829