Broker Check
 
Accounting Wealth Management Tax The Facts About Income Tax

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.


 

Investments

 
 

Retirement Planning

 
 

Estate Planning

 
 

Insurance

 
 

Tax Services

 
 

College Planning

 
 

Business Planning

 
 

Money Management

 

Helpful Content

How to Keep Building Wealth When Costs Rise

How to Keep Building Wealth When Costs Rise

Rising costs affect all areas of life. Learn how to build a financial strategy to combat inflation.

Practical Moves to Safeguard Your Financial Progress

Practical Moves to Safeguard Your Financial Progress

Explore these strategies to help protect your purchasing power in a world of rising costs.

Trends in Charitable Giving

Trends in Charitable Giving

Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.

 

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.

Making Sense Of A Home Warranty

Understanding the value of a home warranty.

Can I Create a Roth if I’m Over the Income Limit?

Use this article to start conversations about the “backdoor” Roth IRA strategy.

Monthly Memberships

A look as how autopay subscriptions can be a drain on your finances, especially when forgotten.

How Boomers and Millennials Differ

The YOLO Economy is a focus on experiences over material possessions, prompting Boomers to consider a similar mindset.

Building a Financially Informed Legacy

Financial legacies are built through education and stewardship. Prepare your family for long‑term wealth decisions.

View all articles arrow

Emergency Fund Calculator

Find out how large your emergency fund should be based on your monthly expenses.

How Long Will Your Money Last?

See how long a lump sum of savings could last based on your withdrawal rate and return.

Annuity Comparison

Compare annuity options to see how each one could affect your long-term income outlook.

How Much Home Can I Afford?

Estimate how much home may fit within your budget based on income and expenses.

Comparing Mortgage Terms

Compare different mortgage term lengths side by side to find the option that fits your budget.

Lifetime of Earnings

Estimate how much you may earn over your working years based on your current income.

View all calculators arrow

How to Retire Early

Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.

The Richest Man in Babylon

In good times and bad, consistently saving a percentage of your income is a sound financial practice.

Retirement Accounts When You Change Your Job

This video explores what to do with retirement accounts when you move on from your job.

The Other Sure Thing

A new LIMRA study shows that 40% of Americans believe the death of a primary wage earner would cause financial challenges.

Stay Safe with a Business Owner's Policy

Learn the advantages of Business Owner's Policies with this highly educational and fun animated video.

Social Security: By the Numbers

Here are five facts about Social Security that might surprise you.

View all videos arrow