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About Willis Johnson Associates
Willis Johnson & Associates is a wealth management firm that partners with corporate professionals and executives to optimize their finances. They offer comprehensive financial services, including strategic tax planning, investment management, and estate planning, leveraging expertise in employer-provided benefits to maximize retirement savings. Their target audience is high net-worth individuals, particularly those in the oil and gas sector. The unique selling proposition is their holistic approach to financial planning, combining tax and investment strategies with personalized guidance to help clients achieve long-term financial goals while retaining income. They operate as a fee-only Registered Investment Advisor (RIA)[1][2][3].
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