Johnson Bender & Company

 

     Welcome to Johnson Bender & Company. We are a wealth management firm, located in Houston, Texas that offers a full spectrum of fee-based financial planning consulting services and products to fit your specific lifestyle, economic and business needs. Our experienced team will assist you in "bringing it all together" while working with your entire financial network to modify existing strategies or implement new ones.

     With over 50 years of combined experience the Johnson Bender team will develop innovative financial programs to implement and monitor your financial resources that strive to meet the needs and objectives of you and your family.

     As of December 31, 2008 Johnson Bender & Co. has approximately $201 million assets under management. We service approximately 250 households and proudly boast a 99% 5-year client retention rate.

     Feel free to explore our website where you will find a wealth of information in the form of newsletters, articles, calculators, and research reports.

 

Firm News:

 

Willis Johnson & Daniel Bender are recipients of the 2009 Crescendo Services Five Star Award* for Client Satisfaction. 

Please visit our Awards & Recognitions page to learn more about this award and others.

 

Upcoming Events

February 2010

  • Seminar(s)
    • February 16th, The Plaza Club
    • February 23rd, The Westlake Club 
  • Day at the Races - Sam Houston Race Park
    • February 21st
    • March 6th

 

Please bookmark our website as a favorite as we change our content regularly - offering you access to timely investment news, articles, and events. If you have any questions please contact us: info@johnsonbender.com or click here.

 *Presented to 7% of wealth managers with five years of experience in the financial services industry. The final list identifies the wealth managers, of those evaluated, in the local market that score highest in client satisfaction. Each wealth manager was reviewed for regulatory actions, civil judicial actions and customer complaints. Details of the award can be viewed at www.fivestarprofessional.com/wmresearch

*Third-party rankings and recognitions from rating services or publications are no guarantee of future investment success.  Working with a highly rated advisor does not ensure that a client or prospective client will experience a higher level of performance or results.  These ratings should not be construed as an endorsement of the advisor of any client nor are they representative of any one client's evaluation. 

Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

Capital Gains Taxes

Estimate short-term and long-term federal capital gains taxes

Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 70.

Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.

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