Craig Johnson CRPC
Financial Advisor
Cabot Lodge Securities, LLC
Your Vision. Your Future. Your Legacy
Your financial goals, aspirations and investment needs are just that – yours. And your financial plan should reflect that. We’re here to provide you with personalized financial planning based on your goals, your time frame and your particular tolerance for risk. We can provide you with just the right combination of financial services, support and guidance that make the most sense for you. We’ll also be there to help you each step of the way from start to finish in the pursuit of your personal financial goals.
Services Available
Our desire is to take your long term financial vision and create a plan that personally meets all of your goals as you move through life into retirement and beyond. We will walk with you from start to finish, never leaving you on auto pilot!
Financial Planning
The pursuit of financial success begins with your vision. As your knowledgable partner, we provide comprehensive planning to chart a detailed plan for your future goals and dreams. Together we will build a plan that fits your needs and tolerance for risk.
Investment Strategies
Your assets and needs are unique and your investment strategy should follow suit. We will utilize our partnerships to offer you an array of options of the highest caliber, positioned for highest growth considering risk you are comfortable with.
Retirement Planning
No matter what stage of life you are in we can help you pursue your vision for future independence, freedom and a legacy for future generations. Wherever your work or life leads you, we will assist in managing your cash flow and allocating your resources to the highest potential.
Estate Planning and Charitable Giving
Having an estate plan to control the distribution of your assets benefits your family, charities and the causes you care most about. We will assist you in creating a personalized plan you can take to your attorney and CPA that not only protects you but also allows you to share your wealth; leaving a lasting legacy.
Longevity Planning
In the US today we are living up to 30 years beyond our retirement age. It is important to plan and be prepared to live longer and to ensure your finances will cover your living, health and legacy desires. We want to walk you through all the questions you need to ask to position yourself well, feel secure and enjoy your golden years with your family to the fullest.
