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Daniel D. Johnson

Financial Planning

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Grand Rapids, MI 49503
United States

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Planning a path to your future, and walking it along side you. At Wealth by Design llc we believe there are three phases to any successful financial life. They are the Accumulation Phase, Distribution Phase and Transfer Phase. The first is the accumulation phase. During this phase most advisors take what we feel is a very narrow approach. Utilizing strategies that appear on the surface to be sound but when put through the looking glass of how our economic system really works either limit true growth potential or increase the risk a client has to take in order to grow their assets. We believe that our clients are best served by applying time tested economic principles to this phase of their financial lives. The second phase of wealth planning, one that is often neglected by financial professionals is the distribution phase – and this is where we specialize. In distribution, you’ll begin to rely on the wealth you’ve worked so diligently to accumulate, and having a “sound strategy” designed to use your wealth in the most efficient manner possible becomes the key to helping you enjoy a worry free retirement. In the third phase of a successful wealth plan we must plan for the ultimate transfer of our wealth. During this very critical phase we will work with you to uncover opportunities intended to help protect your assets and mitigate the impact of taxes and eroding factors. Allowing you to enjoy your assets to the fullest and then leave a lasting legacy. We believe there are two winning approaches that, when used together, allow us to provide a truly comprehensive wealth management process. By combining Economic principles and Behavioral Finance, we strive to accomplish three things. First, to reduce the risks you are currently exposed to, increase the money supply available to you during the three phases of your financial life and help you obtain more financial benefits for you and the ones that you care about.

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