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.
As fiduciary advisors, we are required to avoid conflicts of interest, operate with full transparency and always do what is in the best interest of our clients. To read more about the unique differences of fiduciary advisors, click here to read an article in U.S. News.
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.
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 email@example.com 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.