Your Client Bill of Rights
Blaine Johnson, LUTCF®, CLTC®
Our role as financial professionals goes beyond providing financial education and creating financial strategies. An integral part of our job lies in our commitment and responsibility to our clients, which involves the experience our clients have in working with our firm. Our clients are our number one priority, and our Client Bill of Rights shows a few ways we strive to provide the highest level of service to them and allow them to expect the following:
1. Objective Guidance
In everything we do, our clients come first. We strive to educate them and provide recommendations with them in mind. Our intention is always to help our clients build a successful financial future. You won’t find us trying to sell our clients something that will not benefit them.
2. Personal and Strategic Wealth Strategies
We believe in creating personalized solutions for every client. Everyone has unique challenges and goals when it comes to their finances, so we don’t subscribe to a “one size fits all” strategy. Our goal is to get to know you and your needs before focusing on the numbers, and then craft tailor-made strategies that will help you attain your financial dreams.
3. Increased Financial Confidence
Life can be complicated and has its share of ups and downs. Our goal is to work with our clients to create a secure investment and wealth conservation plan that will help weather the storms of financial markets so that they can focus on living their life, knowing that their finances are in order.
Our six-step process builds confidence for our clients, which gives them the incentive and motivation to stay the course when the financial market struggles. We offer our clients comprehensive services including capital accumulation, asset and income protection, retirement planning, tax planning strategies, estate planning, business succession, and charitable gifting. Because we offer this vast array of services, we make sure our clients and their families are covered in every way and each aspect of their finances is taken care of.
4. A Trusted Relationship
We want to give our clients the best we have to offer. We accomplish this by taking the time to build close relationships and understand their needs. They can rely on us to do what’s right for them and to be there for them. We promise to always be clear and transparent with our clients and to grow our relationship of trust as time goes on. To us, it’s people that count most.
5. Education to Empower
We not only strive to give our clients the best results, but we also desire to educate and guide them so they feel confident in their investment strategies. We hope to be open and honest with our clients, teaching them as we collaboratively plan, so that they leave more aware of what is happening with their money.
We believe that our clients should be able to understand the how and why behind their planning. If they understand the why behind their strategy, they will feel more comfortable, confident, and motivated to reach their goals.
6. 24/7 Accessibility
We desire to be available at all times to meet all our clients’ needs. If there’s an emergency or they face a difficult decision, we want them to know that we are here for them. This access and level of service sets us apart. Our clients can expect to receive immediate responses and service regardless of when they reach out to us. Our clients are our top priority in all that we do.
We do things differently. We look out for our clients and offer the highest level of service you can imagine. If this is something you are looking for in a financial professional, we encourage you to reach out to us today at (916) 781-7493 or by email at bkjohnson@ft.newyorklife.com.
About Blaine
Blaine Johnson is an agent with New York Life Insurance Company and a financial professional with nearly a decade of industry experience. He specializes in providing financial and insurance services for pre-retirees and retirees including physicians, executives, and business owners. By focusing on a particular clientele, he can provide a customized approach that responds directly to the specific needs of clients. He is a Life Underwriter Training Council Fellow and holds the Certified Long-Term Care designation. Based in Roseville, California, he works with clients throughout Sacramento and the Bay Area, as well as Southern California, Arizona, Nevada, Florida, Texas, Oregon, and Washington.
Blaine Johnson, CLTC, LUTCF®, is a Registered Representative offering securities through NYLIFE Securities LLC, Member FINRA/SIPC, A Licensed Insurance Agency, 2999 Douglas, Blvd Suite 350, Roseville, CA 95661 (916) 781-7493; and a Member Agent of The Nautilus Group®, a service of New York Life Insurance Company. New York Life Insurance Company, its agents or employees may not give legal, tax or accounting advice; everyone should seek and rely upon the counsel of his or her own professional advisors. Blaine Johnson, California Insurance License #0G27275. SMRU 1720700 Exp. 12.29.2018
