Do you really know how much you pay your financial advisor year after year?
How about how much you pay for your investment products?
Are your investments as tax-efficient as they can be?
Have you ever felt you really are not in control of your investment portfolio?
Cut Through the Confusion with Forward Thinking
A Fee-Only Wealth Management Firm Serving Akron, Ohio and Beyond.
I’m Dan Johnson, CFP® and founder of Forward Thinking Wealth Management, LLC. I offer full-service, flat-fee financial planning focused on helping hardworking professionals at any stage of life. While I’m located in Akron, Ohio, I’m proud to work virtually with clients across the country.
Did You Know Anyone Can Call Themselves a Financial Planner?
The financial services industry is cluttered with confusion, commission-based advising and product pushing.
That’s why I started Forward Thinking, as a solution to combat the confusion and rid clients of the assumption that advisors have the ability to control the market. Through a transparent, flat-fee pricing model and a CERTIFIED FINANCIAL PLANNER™ designation, as a Fiduciary I’m empowered to create honest strategies and goal-oriented solutions for my clients.