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Johnson Eric B Financial Advising
“Fee Only” does not mean higher investment costs to the client;
| Address | 923 Martin St Fairmont, MN 56031-2010 |
| Phone | (507) 238-1926 |
| Website | www.ebjfinancial.com |
Eric B. Johnson
Financial Advising Fee Only Financial Planning and
Certified Financial Planner™ Practitioner
Directions to Office
Disclosure Documents 1) Disclosure Statement 2) SEC Form ADV 3) Privacy Policy
Eric B. Johnson Financial Advising provides fee-only financial planning and investment advisory services. I work directly for you, not a financial service company, to meet your unique needs.
Initial consultations are always free.
I provide services that include:
Portfolio Management: Building a diversified portfolio of investments tailored to your needs and preferences.
Retirement Planning: Estimating savings levels needed for retirement and identifying the best tax-advantaged savings vehicles for your goals.
Education Savings: Planning for children’s futures.
Insurance Analysis: Evaluate if clients have appropriate coverage at the lowest possible costs.
The focus is on quality, personalized investments of the highest quality with the lowest possible investment costs.
“Fee Only” does not mean higher investment costs to the client; in most cases, I can greatly reduce the fees currently being withdrawn from invested assets, increasing investment return.
Financial Advising Fee Only Financial Planning and
Certified Financial Planner™ Practitioner
Directions to Office
Disclosure Documents 1) Disclosure Statement 2) SEC Form ADV 3) Privacy Policy
Eric B. Johnson Financial Advising provides fee-only financial planning and investment advisory services. I work directly for you, not a financial service company, to meet your unique needs.
Initial consultations are always free.
I provide services that include:
Portfolio Management: Building a diversified portfolio of investments tailored to your needs and preferences.
Retirement Planning: Estimating savings levels needed for retirement and identifying the best tax-advantaged savings vehicles for your goals.
Education Savings: Planning for children’s futures.
Insurance Analysis: Evaluate if clients have appropriate coverage at the lowest possible costs.
The focus is on quality, personalized investments of the highest quality with the lowest possible investment costs.
“Fee Only” does not mean higher investment costs to the client; in most cases, I can greatly reduce the fees currently being withdrawn from invested assets, increasing investment return.
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