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    • Why Cap 5?
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The joy of creating something of substance in a single lifetime. A passion for seeing it outlast your leadership. And the conviction to find a way.

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Why Cap 5?


The people who are referred to us have other advisors with whom they have discussed their affairs and executed planning strategies. They’re smart, successful, and have been decisive all their lives. They’re sought after as bosses and mentors, friends and confidants, because they’re innately adept at knowing what direction to take. Yet despite all that, they haven’t found personal peace and conviction surrounding the future of their life’s work.

That's where we come in.


Through The Bigger Conversations™, we are uniquely qualified to help our clients unearth the missing link and take action on it. Our team is comprised of highly-specialized professionals who work together to help our clients discover their why and align their wealth with their values. Led by Founder Rodger Johnson and Partner Tiffany Kirgan, every person you encounter here has a part in helping you discover your vision, define your legacy, and make the lasting impact you seek.

Mission Statement


To Help


To help families sustain financial security and stability with the highest level of personal and professional service.

To Build


To build long-term relationships that are mutually beneficial.

To Collaborate


To collaborate with a team of professionals in various disciplines as needed to meet the individual needs of each family.

Core Values


Faith-Based


In all that we pursue, we seek the Lord's will. We put God first. Colossians 3:17

Integrity


We do what is right and do it with good intentions. We walk the walk we talk. Matthew 5:37

Determined


We have the willingness to fulfill our commitment. We will find a way. Philippians 4:13

Own-It


We hold ourselves accountable by taking responsibility for all of our actions. Good and bad, right and wrong. 2 Timothy 2:15

People-First


We put others ahead of ourselves. Making them feel as though they are our top priority and appreciated. Philippians 2:3-4

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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