Greg Johnstone

Background

About Greg Johnstone

I work with individuals and families and provide financial coaching, values- and goals-based financial planning, and solutions using a variety of financial products and services. My expertise has been developed over a 30+ year period in the financial arena and through my experience as a practicing Certified Financial PlannerTM. Our practice involves a collaboration of professionals with expertise in specialized fields such as taxation, estate planning, retirement plan design, investment risk and tax management, lending and other areas. I am a member of the Estate Planning Team, which is comprised of highly trained tax attorneys, CPAs and advisors like me. As a group, we are passionately committed to assisting individuals and business owners through a variety of tax-deferral strategies designed to optimize the transition out of highly appreciated assets (particularly real estate and businesses). With the estimated 20 trillion dollars that is expected to transition to the next generation in the United States over the next twenty years, there has never been a greater need for this level of expertise and advice. We offer complete design-to-implementation strategies.