Rick's Book describes explains exposes the revenue generating business model.
Approximately 85% of today's investors do their financial services business with banks, insurance companies and Wall Street firms. This is not smart at all. Their business model is to make as much revenue as possible from you!
Responsive and easy to reach.
Low Portfolio Expenses
From 0.20 to 0.35%
Across most major markets.
Built for Income and/or Growth
Exchange Traded Funds
Fundamental and Market Weighted.
Commission Free ETF's
The majority are commission free.
Client Web Portal
Secure document reporting.
Managed for you and rebalanced.
Other Portfolio investment options...
We are pumped proud about our Plan, Process & Professionalism
Investment Advice is offered through Marian Financial Services, Inc. which is an Independent Registered Investment Adviser
based in the Jacksonville Florida area. This firm is licensed in Florida, Indiana, Kentucky and Texas.
Coast Planning LLC and Marian Financial Services, Inc. share offices at 109 Velvetleaf Drive in
St. Johns, Florida.
First Coast Planning LLC is licensed as an insurance agency in Florida.
First Coast Planning LLC was formerly known as Rick Johnson Family Office LLC from August 2004 until March 2015.