Mr. Tim Johanson, CRPS

Objective investment advice is our business. We help individuals and small businesses build adequate retirement benefits for themselves and their employees.
As a Chartered Retirement Plans Specialist (CRPS), I focus on working with employers to create corporate retirement plans that offer significant benefits for employees and owners alike. We track this progress on an annual basis by examining data on participation rates, deferral rates, and whether or not employees are truly building an "adequate retirement benefit" based on their age, income, and current savings.
Newsletters
-
Closed-End Funds May Offer Higher Income
Discover why closed-end funds may offer potentially higher income streams than traditional mutual funds holding similar securities.
-
Getting Real About Retirement
This article features a worksheet and relevant information to help estimate retirement expenses and income.
-
Considering Preferreds? Proceed with Caution
Considering investing in preferred stocks? This overview examines the risks and potential benefits.
-
Succession Plans Often Hinge on Reliable Valuation
Discover the role a reliable business valuation can play in succession, tax, and retirement planning.
Calculators
-
Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.
-
Estate Taxes
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.
-
Home Affordability
Estimate of the maximum amount of financing you can expect to get when you begin house hunting.
-
Car Affordability
How much can you afford to pay for a car?