Diana Johnston
CLU®, ChFC® CASL,® LUTCF®

CONNECT

Address:

1477 S Knowles Avenue, Suite 101
New Richmond, WI 54017

Phone:

715-246-5544

Fax/Other:

715-246-3070

Our Qualifications

We have been working with individuals and businesses in the area for several years, but have been active in the financial industry since the early 1980's.

Diana Johnston, started her own company, Hometown Investments & Insurance Services, LLC in 2013 to better serve her clients' needs. She continues to work closely with people interested in maximizing their income during retirement, those interested in overall financial planning to stay on track for retirement and survivor needs, and the unique planning needs of single women.

Prior to this, Diana worked for nearly 23 years on the Brokerage side, with the supervision and training of other Registered Representatives throughout the Midwest being a large part of her responsibilities. In 2008, Diana decided to focused her efforts in Financial Planning, specializing in assisting individual clients in reaching their financial and estate planning goals. Diana also consults with business owners to find solutions to their unique financial issues such as arranging the funding for Buy/Sell Agreements and funding the replacement of key people in an organization if premature death or disability should occur. Diana has worked in the insurance and investment field since 1981; she is an Investment Advisor Representative with Cambridge Investment Research Advisors, Inc.  Diana is licensed to assist you with a wide array of products, including life insurance, annuities and long term care insurance. In the pursuit of knowledge and education in the field of insurance and investments, Diana has worked diligently to earn the following designations; CLU (Chartered Life Underwriter), LUTCF (Life Underwriter Training Council Fellow), ChFC (Chartered Financial Consultant) and CASL (Chartered Advisor for Senior Living).

We are dedicated to developing lasting relationships with all our clients. We believe in helping you assess your financial goals and will participate in the management of your financial goals.

One of the benefits of working with us is our ability to provide clear, easily understood explanations of financial products and concepts. The personalized program that we can provide is a roadmap to working toward a more secure financial future.

We're looking forward to using our expertise to help you pursue your financial goals.

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck