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Committed relationships

We get to know clients, their families and their business deeper than any regional firm can.

 

 
 
 
 

Big Firm Ability.  Small Firm Touch.

At SuggsJohnson, we believe that the best working relationships begin with communication.  Itís how we get to know you, your needs and your goals.  And itís how we can become a true and trusted advisor of your family and your business interests.

We work hard to remove financial uncertainty, and to help you gain confidence in your financial state.  To provide insight, and to offer counsel.  To ensure compliance, and to seize opportunity. And it all begins with good two-way communication.  We look forward to speaking with you very soon.

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A Message from: Brian L. Johnson, CPA

Now is the perfect time to bring up financial planning concerns with parents or elderly relatives -- but do so with care and respect.  There are many considerations in assisting aging relatives to prepare for the future, but here are a few questions to pose:
 
How is their financial health?  Do they have an estate plan?  If they become ill, who will handle their finances?  Have they considered a living will?  Have they organized important information like insurance policies and property titles?  How about updating beneficiary designations on life insurance policies and retirement plans?
 
While these questions can be difficult to discuss, it's important to have a formal, direct conversation on these and related topics. Let us know if we can help you.  Give us a call today.