Promotion
Connecticut
Financial
As Seen In… Forbes, May 21, 2012
A Financial Planning Firm
for the Rest of Us
Johnson Brunetti
F
amiliar, straightforward
and safe. These words
don’t just describe the
ambient feel of Johnson Brunetti’s
three Connecticut offices. They
also capture the firm’s defining
traits. From its simple,
practical investment
philosophy to its uniquely high-touch service,
Johnson Brunetti is as
down-to-earth as they
come.
Joel M. Johnson CFP®
The familiar,
friendly face of Johnson Brunetti – one that many
Nutmeggers have come to know well – is that
of founding partner Joel Johnson, CFP®. He is
something of a go-to guy for all matters financial,
frequently appearing in local television interviews
when he’s not hosting his weekly Sunday morning
radio program, Money Wisdom, on WTIC NewsTalk
1080. With over 20 years’ experience in the financial
services industry, Johnson has a sophisticated understanding of the investment world. Yet, he prefers
to communicate in plain terms, in the humble service of families with hard-earned principal and big
dreams for the future.
“We have a particular philosophy and set of
values that guide us, and we tend to attract likeminded clients,” Johnson says. “These are self-made
people whose greatest concern is having a secure
future for themselves and their families. They’re not
looking for the next big wave on Wall Street – just
a sound financial plan presented in plain English.”
Keeping Things Simple
When Johnson Brunetti presents a client with
a proposed financial plan, it comes in the form of
a simple, one-page diagram, as seen in Johnson’s
book, The Money Map (2011). To investors
who are accustomed to the industry standard
– a hundred-page binder loaded with cash-flow
projections and convoluted analyses – Johnson
Brunetti’s unique approach may come as a shock.
“On one page, we show clients where their
money is, where we think it should go, and what
the results will be if they follow our advice,”
Johnson explains. “By keeping things simple,
we empower our clients to make the tough
decisions, and we stay grounded in their world.
That’s the bottom line.”
Eric Hogarth, Joel Johnson and Doug Miller
A Bias Toward Safety
According to Johnson, the firm’s clients are
particularly sensitive to any losses that appear on
their account statements. To them, protecting their
principal – that nest egg they have labored to build
over many years – is what matters most.
“Very few advisors incorporate insurance
products and institutional-alternative investment
products in their clients’ financial plans,” he says.
“We use these tools because they provide steady,
reasonable rates of return without a fluctuation in
principal. For investors who value safety above all,
our firm is a great fit.”
Over 100 Years Combined Financial Experience
Wethersfield | Cheshire | Simsbury
100 Great Meadow Road, Suite 502, Wethersfield, CT 06109
860-372-4800 | 800-208-7233
www.JohnsonBrunetti.com
Securities and Investment Advisory Services offered through Silver Oak Securities, Inc. Member FINRA and SIPC.
100 Great Meadow Road, Suite 502, Wethersfield, CT 06109 860-372-4800
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