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Beyond Financial Planning


Articulate your why. Validate your vision. Outlast your outcome.

Why Cap 5?


Our Professionals


Our Approach


Client Families


“Specializing in the bigger conversations

and putting the why before the how.”

Tyler Location


5041 Kinsey Drive
Tyler, TX 75703

Call: 903.581.2098

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Dallas Location


The Colonnade
15305 Dallas Parkway, Suite 1200
Addison, Texas 75001

Call: 903.581.2098

Disclosure

Rodger Johnson is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of AR (AR Insurance License #737579), AZ, CA (CA Insurance License #0E88429), CO, CT, FL, GA, IL, IN, KS, KY, LA, MN, MO, MT, NE, NJ, NM, NY, OK, PA, SC, TN, TX, VA, and WA. No insurance business may be conducted outside the states referenced.

As a New York Life Agent, Rodger Johnson is licensed and authorized to offer insurance in California and Arkansas, but JOHNSON FINANCIAL GROUP LLC may not be. For additional information on licensure status, please click here for California and/or click here for Arkansas.

Rodger Johnson is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 5041 Kinsey Dr, Tyler, TX, 75703, 903-581-2098. In this regard, this communication is strictly intended for individuals residing in the states of AR, CA, CO, FL, GA, IL, IN, KS, KY, LA, MN, MO, MT, NE, NJ, NM, NY, OK, PA, SC, TN, TX, and WA. No offers may be made or accepted from any resident outside the specific states referenced.

Rodger Johnson is also a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser, and a wholly-owned subsidiary of New York Life Insurance Company, offering advisory services in the states of AR, CA, CO, FL, GA, IL, IN, KS, KY, LA, MN, MO, MT, NE, NJ, NM, NY, OK, PA, SC, TN, TX, and WA. As such, these services are strictly intended for individuals residing in the states referenced.

Rodger Johnson is a Member Agent of The Nautilus Group®, a service of New York Life Insurance Company.

JOHNSON FINANCIAL GROUP LLC is not owned or operated by NYLIFE Securities LLC or its affiliates.

Neither JOHNSON FINANCIAL GROUP LLC nor its associates are in the business of offering tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.

For more information about NYLIFE Securities LLC and its investment professionals.

Click here
  • About
    • Why Cap 5?
    • Our Professionals
  • Expertise
    • Core Services
    • Client Families
  • Process & Approach
    • Our Approach
    • The Heritage Planning Process™
  • Cap 5 Blog
  • Contact Us
  • Client Portal

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