Kristin Johnson


Kristin Johnson
Financial Planner
Kristin.Johnson@lpl.com
727.215.5905

PROFESSIONAL LICENSES:

  • Series 7, 66 (registrations held through LPL and IHT Wealth Management)
  • Florida Life, Health and Variable Annuity insurance licenses
  • Over 20 years of industry experience

EDUCATION:

  • Bachelor’s Degree in Finance, Florida State University, Tallahassee, FL
  • Bachelor’s Degree in Multinational Business, Florida State University, Tallahassee, FL

AREAS OF FOCUS

  • Retirement Planning
  • Florida Retirement System (FRS) and benefits
  • DROP and Investment Plan estimates and analysis
  • Comprehensive financial planning and budgeting
  • 401k Plan distribution options including Rollovers
  • Portfolio review and risk analysis
  • IRAs, ROTH IRS’s, 403(b)’s and 457(b)’s
  • Education planning, 529 Plans, UTMA’s
  • Estate planning review and recommendations

ONGOING ACTIVE MONEY MANAGEMENT

  • Mutual Funds
  • Stocks, bonds and ETF’s
  • Investment Advisory services offered through IHT Wealth Management

INVESTMENT AND INSURANCE SERVICES

  • Mutual funds, stocks and bonds
  • Annuities – fixed and variable
  • Life insurance and long-term care insurance
  • IRAs, ROTH IRA’s, 401k’s, 403(b)’s and 457(b)’s
  • Medicare supplement plans and Advantage Plans

 

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