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George J

Series 65, Series 66

Troy, MI

Discipline Wealth Solutions, Inc.

George Johnson III is a financial advisor with Discipline Wealth Solutions, Inc., holding Series 65 and Series 66 licenses and bringing 22 years of industry experience. His prior roles include positions at CPR Investments Inc, LPL Financial, and Ameriprise. Outside of advisory work, he is involved in business consulting and estate planning support through activities such as referral representation and client assistance with legal estate planning processes. Discipline Wealth Solutions serves individuals, corporations, retirement plans, and other registered advisors, offering tailored investment advisory services including managed accounts, sub-advisory relationships, and retirement plan consulting. The firm utilizes a variety of investment approaches and provides oversight of in-house and third-party managers alongside participant education and support for retirement clients.

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Cash flow / budgeting Annuities
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