Holistic Wealth

“Holistic Wealth”

COLORADO SPRINGS – OPEN TO ALL!

More than 72% of Americans reported feeling stressed out about money during the past month. Financial peace of mind and wellness are made up of two parts: tactical and emotional. Our relationship with money is closely related to our happiness in all areas of our lives. Join our in-house Certified Financial Planner and coach Patrick Johnson as we explore true wealth and what it means for each of us. This interactive workshop will give you insight into your relationship with money and how it may be helping or hurting you, financially and in all areas of your life.

What people are saying about Patrick Johnson:

Thank you for Hammond Law Group’s annuity workshop…. Patrick Johnson gave a highly informative presentation that helped us to better understand an annuity that we had purchased years ago. Patrick also met with us privately to develop financial models for retirement and helped us to understand our options and strategies for annuity disbursements down the road. All of this was an unexpected and valuable benefit to us for being Hammond clients. ~ Jim & Cathy

PATRICK D. JOHNSON, CFP®, CLU, ChFC

Patrick Johnson, CFP, CLU, ChFC

Patrick Johnson began his career in financial services in 1996 and has served clients in a litany of capacities: as a broker at a global institutional wirehouse; as a vice president in the trust department of a super-regional bank where he worked as a financial planner helping the bank’s high net worth trust clients navigate their sophisticated financial landscape; and as the president of a life insurance brokerage general agency.

Patrick’s practice is rooted in the understanding of ‘Wealth’ as ‘Well Being’, the original meaning of wealth. This emphasis allows Patrick’s clients to holistically integrate their financial situation into the broader context of their lives. Patrick believes strongly in giving back to the client-advisory community and has served on a local level as: President of the Financial Planning Association (FPA); Board of National Association of Insurance and Financial Advisors (NAIFA); Speaker for Continuing Education for Estate Planning Attorneys, CPAs and Life Insurance Agents.

Patrick holds the following professional designations: Certified Financial Planner (CFP®), Chartered Life Underwriter (CLU), and Chartered Financial Consultant (ChFC). Patrick is married and has two children and lives in Woodland Park, Colorado.