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WELCOME TO PINELIGHT FINANCIAL

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Pinelight Financial is a financial advisory firm that provides investment management, financial planning, and tax planning services for businesses and individuals. 

 

We strive for our clients to have utmost peace of mind for their road ahead.

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PRACTICE AREAS

Investment Management

  • Fiduciary service

  • Diversified & researched portfolios developed for each individual client

  • Individual Retirement Accounts (IRAs) and Business retirement plans: SEP, SIMPLE, 401(k), Cash Balance

Financial Planning

  • Financial projections

  • Retirement planning

  • Estate and Trust review

  • Insurance review

  • College & Health savings

  • Tax-smart investment and planning strategy

Tax Planning & Preparation

  • Tax projections and planning

  • Business and Individual

  • Estates and Trusts

  • Roth Conversion planning

  • 1040, 1120, 1120S, 1065, 1041, 706 preparation.

PRINCIPAL ADVISOR

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Jordan Johnson, CPA 

Registered Investment Adviser

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Jordan Johnson is the Principal Advisor of Pinelight Financial.  Jordan has provided investment, planning, and tax services to individuals and businesses for over ten years.

 

Jordan's areas of expertise include investment allocation, investment research, retirement plans, tax-smart investing and planning, tax preparation, and accounting.  These specialties allow Jordan to provide holistic financial advice to his business and individual clients.

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DISCLOSURES

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All written content on this site is for information purposes only. Opinions expressed herein are solely those of Pinelight Financial LLC unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant, or legal counsel prior to implementation.   

This website may provide links to others for the convenience of our users. Our firm has no control over the accuracy or content of these other websites.

 

Advisory services are offered through Pinelight Financial LLC; an investment adviser firm domiciled in the State of Illinois. The presence of this website on the Internet should not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute.

 

Follow-up or individualized responses to consumers in a particular state by our firm in the rendering of personalized investment advice for compensation will not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption.

For information concerning the status or disciplinary history of a broker-dealer, investment adviser, or their representatives, a consumer should contact their state securities administrator.

 

Pinelight Financial LLC is an Illinois registered investment adviser.
 

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