Wealthtender Wealthtender

Financial Professionals
Sign In / Sign up

Individuals
Subscribe for Money Tips

Wealthtender

Daniel Johnson III, CFP®

Investment management and retirement planning strategies for a flat fee.

Connect Cancel

Wealthtender Community Connect helps people discover the best financial advisors for their individual needs through their favorite blogs and podcasts.

Click Here to Learn More
Contact Me
RE|Focus Financial Planning Daniel Johnson III, CFP®
Winston-Salem, NC

Serving Clients Nationwide

Investment management and retirement planning strategies for a flat fee.

(336) 934-0900

Website

Areas of Focus

  • Financial Life Planning
  • Insurance
  • Investment Management
  • Real Estate Investing
  • Retirement Planning

About Me

Hi, I'm Daniel Johnson. I have over a decade of financial services experience working with families and their finances.

I started my career as a loan officer at State Employees’ Credit Union in NC and eventually found my way to being a Lead Financial Advisor working with over 100 families at Parsec Financial. Along the way, I became increasingly skeptical of the Assets Under Management (AUM) fee model of many advisory firms.

In 2021, I decided to start RE|Focus Financial Planning, a Flat Fee financial advisory firm.

I love this opportunity to help individuals and families make sense of their financial world, and make wise choices in investing their savings and enjoying retirement.

➕ Learn More About Daniel Johnson:

Before starting RE|Focus Financial Planning, Daniel spent 7 years with Parsec Financial, a fee-only wealth management firm based in Asheville, NC. In 2017, he relocated from Asheville to Winston-Salem, NC with his family to lead the opening of a new office.

With an overwhelming desire for more independence, RE|Focus Financial Planning was started in 2021 based on the opportunity to help individuals that recognize they need a trusted financial planner in their life. Our simple, flat-fee based approach allows for full independence when making investment recommendations.

Daniel holds an Accounting Degree from the University of North Carolina at Asheville as well as an MBA with a concentration in Finance from East Carolina University. Daniel is a CFP® professional and has also been actively involved in NAPFA (National Association of Personal Financial Advisors) for the past 5 years, serving as the chair of NAPFA Genesis, and is a past member of the South Region Board.

Daniel, his wife Sarah and their 3 boys love living in Winston-Salem. Working on their rental properties and Airbnb properties is one of their favorite hobbies! They are members of Redeemer Presbyterian Church. Daniel is a member of the Rotary Club of Winston-Salem, and is also on the board of advisors at the William G. White YMCA.

Professional Designations

  • CERTIFIED FINANCIAL PLANNER™ Professional

Affiliations

  • Fee Only Network
  • National Association of Personal Financial Advisors
  • XY Planning Network

Primary Location

500 West 5th Street Suite 800, Winston Salem, NC 27101

Video

Meeting Options

  • Video Conference
  • In-Person
  • Phone
Book Intro Call

Compensation Methods

  • Fee Only
  • Flat Fee
  • Hourly Rate

What to expect in the first meeting

Click the 'Book Intro Call' button above to choose a service offering and schedule an introductory call. This is the first step in gaining a greater understanding of your situation and freeing yourself to focus on your greatest strengths. This meeting is just a get to know you session, 100% commitment free. I look forward to speaking with you.

Offers Investment Management

Yes

About our Firm

We provide ongoing planning optimization for retirement savings and distribution strategies to minimize taxes and maximize disposable income in retirement. As a part of this strategy we also manage clients investment portfolios.

HOW WE ARE DIFFERENT THAN MANY ADVISORS:

✅ Not only are we Fee-Only, we are also Flat-Fee

✅ We believe in low-cost, tax-efficient portfolio design

✅ We love alternative investments, like Real Estate and believe they can add value over the long-term

HOW WE HELP OUR CLIENTS:

➡️ Investment Management: Tax-smart investment management for a flat-fee. We believe that the proper allocation in a low-cost portfolio results in the best outcomes for investors.

➡️ Tax Planning: Tax-optimized retirement planning, developed specifically for your situation to minimize taxes paid and increase the amount of disposable available income in retirement.

➡️ Retirement Planning: Working with you to understand Social Security, Medicare, Pensions, IRAs, and identify opportunities for you to optimize the interaction of all these factors.

➡️ Estate Planning: Ensuring that the plan which is in place is appropriate and reflects your desires for your legacy. We work with your legal counsel to review and update as necessary.

➡️ Insurance Planning: Reviewing all of your insurance coverages. Everything from Long-Term Care to Life and Disability Insurance to Homeowner’s and Umbrella Policies.

Education

East Carolina University, MBA, Finance | University of North Carolina, Asheville, BS Accounting| Campbell University, Business Administration

Hobbies and Interests

  • Church
  • Family

SEC Lookup

View Disclosure

Who We Serve

  • Baby Boomers
  • Couples
  • Dual Income Family
  • Gen X
  • Gen Y / Millennials
  • Parents
  • Real Estate Agents
  • Real Estate Investors
  • Young Families

To make Wealthtender free for readers, we earn a nominal monthly fee from financial advisors and firms in exchange for marketing services (including being featured on this profile page), subject to terms of use. This compensation creates a natural conflict of interest when we favor their promotion over others. Wealthtender is not a client of these advisors or firms. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.

Get to Know Certified Financial Planners & Find a CFP
Should You Hire an XY Planning Network (XYPN) Financial Advisor?
Looking for a Financial Advisor in Greensboro, North Carolina?
Looking for a Financial Advisor in Winston-Salem, North Carolina?
Skip to toolbar