- Eric Johnson is an Independent Financial Advisor and a Retirement Income Certified Professional, with 27 Years of Experience.
- Fee-Only Fiduciary Investment Advisory Services.*
- I have Experienced Three “Bear Markets”, including a Bond and Real Estate Market Collapse. Therefore, I have experience and knowledge when responding to Bear Markets and Adverse Events.
- Primarily utilize ETF's (Exchange Traded Funds), No-Load Mutual Funds and other Low Cost Investment Solutions with Lower Expense Ratios.
- Provide Planning and Income Solutions for those in Retirement, or those Approaching/Planning for Retirement.
- Specialize in helping Widows and Divorceés navigate their way through Investment Solutions & Retirement Options.
- Serving Clients in Boulder County, Statewide, and around the Country.
- I seek to help and Plan for those with Portfolios of $500,000 and above.
- Make an Appointment Today for an Independent Review. Phone - 303-530-7526
Our Investment Philosophy is Focused on Your Retirement "DREAMS":
D - Diagnose and Design
R - Risks and Retirement
E - Evaluation and Expectations
A - Asset Allocation and Assets into Income
M - Monitoring and Modifying
S - Social Security and Sequence of Returns
Contact us to Discuss Your Income Needs and Retirement Dreams Today.
*We primarily offer fee-based advisory services charging a flat fee based on a client's total assets under advisement. However, if deemed appropriate and in our client's best interest, we also provide commissioned brokerage services. Though our financial advisor provides clients with great care and recommendations, advisors only have a legal fiduciary obligation to advisory clients. In a fee-based account, clients pay a quarterly fee, based on the level of assets in the account, for the services of a financial advisor as part of an advisory relationship. In deciding to pay a fee rather than commissions, clients should understand that the fee may be higher than a commission alternative during periods of lower trading. Advisory fees are in addition to the internal expenses charged by mutual funds and other investment company securities. To the extent that clients intend to hold these securities, the internal expenses should be included when evaluating the costs of a fee-based account. Clients should periodically re-evaluate whether the use of an asset-based fee continues to be appropriate in servicing their needs. A list of additional considerations, as well as the fee schedule, is available in the firm's Form ADV Part2 as well as the client agreement.
Retirees
Nurturing wealth so you can live a longer, better life.
Learn More
Women Investors
Understanding the challenges women face and how to help.
Learn More
Widows
There's no reason to go it alone.
Learn More
"Our goals can only be reached through a vehicle of a plan, in which we must fervently believe, and upon which we must vigorously act."
-
Expertise
Knowledgeably Applied
Your important financial affairs should only be left to those with not only proven expertise but also the ability to apply it effectively in pursuit of your goals and objectives.
Learn More -
Resources
Vital to Success
There are many aspects to investing. We provide a depth of ability and resources to match your needs and to help you make the most of each investment opportunity.
Learn More -
Commitment
Worth Mentioning
Established in 1962, Raymond James has grown to become one of the largest, most well-respected independent financial services companies in the country.
Learn More
