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UNDERSTANDING TODAY'S FINANCIAL ENVIRONMENT

I’m Gary Johnson, a financial professional in Corbin, Kentucky. We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether your goal is saving for retirement, college savings, or estate strategy, our personalized service focuses your needs, wants, and financial goals and objectives.

Our firm is the successor to the tax and accounting practice formerly known as Rose Bookkeeping, Inc. The business has been in operation since the 1950's and is somewhat of a Corbin landmark. The current practice was purchased in the 1990's from Bruce E Smith, who was a retired IRS agent and an Enrolled Agent.

Our professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you through all stages of your life, please call (606) 528-4020.

Helpful Content

Strategies For Managing Student Loan Debt

Strategies For Managing Student Loan Debt

Five strategies for managing your student debt.

What Is a 1035 Exchange?

What Is a 1035 Exchange?

1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.

Understanding the Alternate Valuation Date

Understanding the Alternate Valuation Date

Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."