R.L. JOHNSON FINANCIAL CENTER
We are pleased to put our 35+ years of experience to work for you. As a trusted, family owned company, we keep relationships with our clients a high priority, as well as, delivering an excellent product. When you call the office, you will talk with a human. It's true - we want you to call us or stop by to talk about accounts.
R.L. JOHNSON INVESTMENTS
513-367-1031
We are offer a wide array of financial products and services and and are committed to providing thoughtful, experienced guidance, and personalized service to enable clients to establish and maintain control over their financial life. We realize that no two investors are the same. Our experienced team talks one-on-one with each investor, analyzing financial needs and goals. Upon completion of this analysis, we can better identify an investor's individual risk tolerance and investment objectives.
We believe that you will be better able to identify your goals and to make sound decisions to help reach those goals with the provision of our sound financial information.
There are risks involved with investing which may include market fluctuation and possible loss of principal value. Particular investments may not be suitable for certain situations. Carefully consider the risks and possible consequences involved prior to making an investment decision.
Services for You
WealthScape Investor
You can have your account or accounts at your fingertips to look at or review at ANY time! Just access your account or accounts by using our Wealthscape Investor.
Mobile Check Depost
Access your brokerage account(s), view positions, download statements, monitor your portfolio, Mobile Check Deposit and more!!
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R. L. JOHNSON TAX SERVICES
513-367-0145
We offer year round tax service. Our professional staff will provide personal tax advice tailored to each taxpayer's needs, from the individual tax payer to the small business. Each tax payers' situation is unique requiring personal interaction to provide the most complete and accurate return.
Newsletters
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Equity REITs: Is There Room for Real Estate in Your Portfolio?
This article discusses some unique characteristics of REITs, including how they can offer a consistent income stream and why changing interest rates can affect REIT performance.
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Insurance Gaps May Pose Risks for High-Net-Worth Households
It’s important for affluent families to reassess their liability coverage periodically, to make sure it’s sufficient based on their finances, lifestyles, and the related risks.
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Do You Have These Key Estate Planning Documents?
This article provides an overview of four estate planning documents that almost everyone should have: a durable power of attorney, a medical directive, a will, and a letter of instruction.
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Can You Put the Brakes on Rising Auto Insurance Premiums?
Auto insurance premiums increased more than 18% between July 2023 and July 2024. This article outlines some steps that may help reduce premiums.
Calculators
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Estate Taxes
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.
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Life Insurance
How much life insurance would you need to produce a sufficient income stream for your family?
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College Funding
Use this calculator to estimate the cost of your child’s education, based on the variables you input.
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Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.