Eric-Johns
Equilibrium Financial Planning provides retirees with an ally in all aspects of their financial life and an alternative to the traditional big bank model of asset management. The innumerable decisions individuals face as they approach and navigate through retirement necessitate a comprehensive strategy, accounting for your entire financial picture. We provide a holistic perspective that considers the tax impact of each financial decision.
Additionally, since retirement planning often requires personalized solutions to address unique financial goals and aspirations, we collaborate with your team of experienced professionals, including your CPA, attorneys, and more. The ultimate objectives are to ensure long-term financial security, to optimize tax efficiency, and to provide you with a trusted partner along your retirement journey.
Additionally, since retirement planning often requires personalized solutions to address unique financial goals and aspirations, we collaborate with your team of experienced professionals, including your CPA, attorneys, and more. The ultimate objectives are to ensure long-term financial security, to optimize tax efficiency, and to provide you with a trusted partner along your retirement journey.
0
Client Reviews
0.45% to 1.5%
Percentage of Assets (AUM)
$0
Minimum Annual Income
$0
Minimum Investible Assets
Are You Our Ideal Client?
We work best with people & businesses that fall into these categories.
Clients who would be a good fit
Our ideal client is approaching retirement, typically age 55-60, looking to optimize their withdrawal strategy and minimize taxes. Specifically, they have substantial tax-deferred balances (401k, 403b, 457b) and want tax, estate, cash flow, and investment advice.
Clients who wouldNOTbe a good fit
Our investment philosophy advocates holding a globally diversified portfolio of low-cost ETFs, so prospects who do are looking for individual stock pickers or crypto exposure are not a good fit for our firm.
Minimum Financial Requirements
Annual Income
No minimum required
Investable Assets
No minimum required
Client Specialties
Services Offered
Service Pricing
Percentage of Assets (AUM)
0.45% to 1.5%
One-Time Financial Planning Fee
$4,000 to $8,000
Hourly Rate
$400
Meeting Options
In person meetings
Video meetings
Phone
Email
About Eric-Johns
We specialize in tax planning for those nearing retirement.
Disclaimer
Sam’s List is a platform that connects users with independent financial professionals, including accountants, bookkeepers, fractional CFOs, and financial advisors. Sam’s List does not provide, endorse, or guarantee any financial, accounting, or investment services. Some professionals on this platform participate in paid programs for additional visibility or leads. Users are responsible for conducting their own due diligence before engaging with any professional. Learn more in ourTerms of Service.
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