ATTENTION CLIENTS:
Effective July 1, 2026, we are officially transitioning our practice and client accounts to a new, dynamic firm. This move was made with you in mind. It ensures that you will continue to receive the same highly personalized guidance you value.
What the Transition Means for You
Our top priority is making this transition entirely seamless so you can experience zero disruption. Your accounts will transition to the new firm.
The same dedicated support staff will continue to work with you:
Tax & Accounting - Johns Benson & Johns, CPAs - 321-890-1384
Joyce Marion - Corporate accounting and taxes
Amethyst Cannon - Personal (1040) tax returns
Financial Services - Johns Brothers Financial - 321-890-1385
Renee Carnell - Investment clients customer service
Their office is located at 5425 Village Drive, Suite 103, Rockledge, FL 32955.
Helpful Content
Silver Sneakers 101
Medicare’s popular program, offering free gym membership and health education.
Insuring Your Business With a Buy/Sell Agreement
It may help your business be better prepared in the event of the death of a principal or key employee.
Choosing a Business Structure
Entrepreneurs all face the same question, “Which business structure should I adopt?”
Conquering Retirement Challenges for Women
Looking ahead can help you conquer these unique obstacles.
Keeping Summer Safe: Pool and Spa Safety Tips
Each year hundreds of children die or are injured in pool accidents. By taking seven steps, you can keep your pool safe.
Estate Strategies to Grow Wealth for Generations
Discover the strategies you can use to protect your estate, reduce risk, and help grow your wealth for future generations.
Investing with Your Heart
For some, the social impact of investing is just as important as the return, perhaps more important.
Raising Healthy Children
Healthy habits are one of the greatest gifts to give your child.
The Great Debate Continues: Active vs. Passive
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
View all articles 
Debt-to-Income Ratio Calculator
Calculate your debt-to-income ratio to understand how lenders may view your financial health.
Lifetime of Earnings
Estimate how much you may earn over your working years based on your current income.
Simple 401k
See how increasing your 401(k) contributions today could affect your balance at retirement.
How Compound Interest Works
Explore how compound interest can grow your money over time with this interactive tool.
IRA Income
Estimate the potential monthly income your IRA balance could generate in retirement.
Emergency Fund Calculator
Find out how large your emergency fund should be based on your monthly expenses.
View all calculators
Dreaming Up an Active Retirement
When you retire, how will you treat your next chapter?
Should You Ever Retire?
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Saving for College 101
Here's a crash course on saving for college.
Behavioral Finance
An amusing and whimsical look at behavioral finance best practices for investors.
What Smart Investors Know
Savvy investors take the time to separate emotion from fact.
Keeping Up with the Joneses
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?