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Where Do You Want Your Financial Roadmap to Take You?

Where Do You Want Your Financial Roadmap to Take You?

At Johanson & Yau, we strive to create a personalized financial roadmap, for guidance toward your desired destination. We seek to simplify complex financial terms and investment options, offer honest advice, and help you navigate the complexities of investing and financial strategies. In all we do, our goal is to humbly serve you by nurturing long-term relationships built on trust and performance.

Why work with us?

We are fiduciary financial professionals committed to look after your best interest

How we work?

We start with a plan, we create a path, we monitor progress for the rest of your life

What we offer?

Customized financial strategies to solve your unique financial challenges

Volunteering in Retirement

Volunteering in Retirement

For many, retirement includes contributing their time and talents to an organization in need.
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Capital Gains Tax Estimator

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.
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Do Our Biases Affect Our Financial Choices?

Do Our Biases Affect Our Financial Choices?

Even the most seasoned investors have biases affecting their financial choices.
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