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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

What's My Potential Estate Tax?

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

A Look at Systematic Withdrawals

A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

Principles of Preserving Wealth

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.