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Working With Other Advisors



We work with our clients’ attorneys, accountants, trust officers and other financial professionals to better serve the needs of our clients


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Working With Other Advisors


At Johansson Financial, we work with our clients’ attorneys, accountants, trust officers and other financial professionals to better serve the needs of our clients. This collaborative approach gives our clients the most comprehensive service available.

When you work with Johansson Financial, you can rest assured that we will work with you to develop a mutually agreeable process for interacting with our shared clients. We know that every organization has different methods and preferences for how communication is handled, so we are flexible and adaptable in order to effectively meet the needs of our clients within a cohesive team environment. We will always maintain open lines of communication and keep you apprised of all developments.

We are a results-oriented firm, and we will deliver creative and effective solutions for your clients in the areas of business, estate, and succession planning. We invite you to explore our website to gain a clearer understanding of our team and the resources we bring to the table. If you have questions or would like to discuss a particular client that we may be of assistance with, please don’t hesitate to contact us.

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Disclosure

Roger Johansson is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of FL, GA, MI, NC, SC, and TX. No insurance business may be conducted outside the states referenced.

Roger Johansson is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 914 Richland St Ste B201, Columbia, SC, 29201, 803-376-2000. In this regard, this communication is strictly intended for individuals residing in the states of FL, GA, NC, SC, TN, and TX. No offers may be made or accepted from any resident outside the specific states referenced.

The Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals®, is recognized globally as the standard of excellence for life insurance sales performance in the insurance and financial services industry.

Johansson Financial Insurance and Retirement Strategies is not owned or operated by NYLIFE Securities LLC or its affiliates.?

Neither Johansson Financial Insurance and Retirement Strategies nor its associates are in the business of offering tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.?

For more information about NYLIFE Securities LLC and its investment professionals.

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  • About Us
    • Our Team
    • Our Process
    • Community Commitment
    • Our Beliefs
    • Our Mission
    • Our Message
    • History of New York Life
  • Expertise
    • Individuals and Families
    • Businesses
    • Working With Other Advisors
  • Client Resources
    • Learning Center
    • Calculators
    • Articles & Newsletters
    • Helpful Links
  • Request a Quote
    • Annuities
    • Long Term Care Insurance
    • Life Insurance
    • Disability Insurance
    • 401(k) Information Request
  • Contact Us
    • Contact Information
    • Request an Appointment
  • Client Login
    • New York Life Accounts
    • Mainstay Funds
    • NYLIFE Securities
    • American Funds

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