Duane Johnson Group is an independent financial advisory firm serving clients throughout California.
Duane Johnson Group, LLC, is a financial services firm that aims to help both retirees and pre-retirees gain confidence in their financial futures. Our mission is to help prepare retirees and pre-retirees for the potential financial challenges that await them. We are committed to combining our expertise, knowledge and passion to attain the financial objectives that our clients deserve, with the highest possible level of service and integrity.
We recognize that the client is paramount and that all actions and strategies must be directed toward his or her financial well-being. We don’t believe in a “one-size fits all” approach, because no two situations are alike. We tailor our clients’ financial strategies to help them achieve their specific lifetime goals and objectives, and we strive to make a positive difference in our clients’ lives.
Founded in 2000, we are proud members of the Better Business Bureau and offer our clients the following services: retirement income strategies, annuities, life insurance, asset protection, tax minimization strategies and long-term care.
Duane began his career in the financial services industry in 1994 and founded Duane Johnson Group in 2000 to further help prepare retirees for the financial challenges that await them in the future. His workshops, which thousands of consumers attend each year in Southern California, offer insight on how to conserve your assets, increase your retirement income and potentially reduce your taxes. He is licensed in life and health insurance in the state of California.
Duane lives in Menifee and enjoys camping, golf and scuba diving.
Laura is the director of marketing and administration. If you have received our seminar invitation in the mail, seen our flier in the local newspaper or viewed our website, you have already experienced some of her work. Laura’s responsibilities also include managing all social media posts, and making sure the office is running smoothly.
Since joining Duane Johnson Group in 2012, David’s primary goal has been to help both retirees and pre-retirees have more confidence in their financial futures. He is passionate about serving our clients by helping them work toward their ideal retirements.
Prior to his career in financial services, David was in the United States Marine Corps for more than 20 years. Today, he resides in Riverside County with his wife and two sons.
Michelle is an insurance professional with Duane Johnson Group. Entering the industry in 2009, Michelle understands that one size does not fit all and no two situations are alike. She makes it a point to fully understand individuals’ needs and goals before helping them build a custom-tailored plan.
Michelle resides in Lake Elsinore and enjoys spending time with her three daughters and son-in-law.
Valarie is Duane Johnson Group's tax preparation professional. A registered Enrolled Agent with the Internal Revenue Service, Valarie is registered with the California Tax Education Council and has more than 10 years of experience in personal tax preparation. Tax season can be a stressful time of the year, but Valarie makes it a pleasant experience.
Valarie resides in Apple Valley, California, with her husband and two daughters. She has three children and is a proud grandmother of a grandson. In her spare time, she enjoys camping, quad riding and spending time with her family.
To schedule a time to discuss your financial future and the possible role of insurance in your financial strategy, contact us at firstname.lastname@example.org or call us at 951.244.6702 today!
By contacting us, you may be offered information regarding the purchase of insurance products.
We are an independent financial services firm helping individuals create retirement strategies using a variety of insurance products to custom suit their needs and objectives.
By providing your contact information, you may be offered information regarding the purchase of insurance products.