Kristin Johnson
PROFESSIONAL LICENSES:
Series 7 registration held with LPL Financial
Series 66 registration held with LPL Financial and IHT Wealth Management
Florida Life, Health and Variable Annuity insurance licenses
Over 20 years of industry experience
EDUCATION:
Bachelors Degree in Finance, Florida State University, Tallahassee, FL
Bachelors Degree in Multinational Business, Florida State University, Tallahassee, FL
AREAS OF FOCUS
Retirement Planning
Florida Retirement System (FRS) and benefits
DROP and Investment Plan estimates and analysis
Comprehensive financial planning and budgeting
401k Plan distribution options
Portfolio review and risk analysis
IRAs, ROTH IRSs, 403(b)s and 457(b)s
Education planning, 529 Plans, UTMAs
Estate planning review and recommendations
ONGOING ACTIVE MONEY MANAGEMENT
Mutual Funds
Stocks, bonds and ETFs
Investment Advisory services offered through IHT Wealth Management
INVESTMENT AND INSURANCE SERVICES
Mutual funds, stocks and bonds
Annuities €“ fixed and variable
Life insurance and long-term care insurance
IRAs, ROTH IRAs, 401ks, 403(b)s and 457(b)s
Medicare supplement plans and Advantage Plans
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IHT Wealth Management may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements.
All posts and comments are personal and conversational and are not meant to be recommendations in any way. Investors should seek professional advice before making any investment. Any discussion of markets, investments and asset classes is for discussion purposes only and should not be construed as a recommendation in any way. All investments have risk and may lose value. Past performance is not indicative of future results.
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