Jeff Johnson, CFP®, CKA®

We are a Trusted Advisor to our clients; the quarterback of their financial service team and their personal Chief Financial Officer. We adhere to a fiduciary standard for our advisory clients placing our advisory clients’ interest ahead of our own. We are a fee-based planning and advisory firm; we don’t have any proprietary products or sales quotas. We are fiercely independent; we have purposefully chosen to align with the nation’s largest independent broker dealer* so we can have access to sophisticated systems, tools and money managers on behalf of our clients. We are not obligated to a corporate master or group of shareholders which allows us the freedom to focus on long term results. We are committed to a high ethical standard and independent advice.