2nd Opinion?
    Be certain about your liquidity and fees.
    An Unbiased
    Independent Review
    With Morningstar Reports
  • Multiple Quotes
    For You.
    Let Us Bid
    on your term or permanent life insurance.

From the author of Meet Wally Street. The Reason You're Stupid. A book every investor doing business with banks, insurance companies and Wall Street firms should read.

Rick's Book describes explains exposes the revenue generating business model.

Bank Representatives Bank Representatives
Insurance Agents Insurance Agents
Registered Representatives Registered Representatives
Independent RIA's

Our Strengths

Customer Service

Responsive and easy to reach.

Low Portfolio Expenses

From 0.20 to 0.35%

Globally Diversified

Across most major markets.

Customized Portfolios

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.

Portfolio Management

Managed for you and rebalanced.

Other Portfolio investment options...

Through Morningstar Investment Services, Inc. we can offer mutual funds, ETF's and stock portfolios based on Morningstar research, the industry leader. Click here for their Form ADV 2A.
Morningstar has different portfolio minimums. For mutual fund and ETF portfolios they have a $50,000 minimum. For stock portfolios there is a $250,000 minimum.
For $1,000,000 plus 401(k)'s, we can get it done through Morningstar Investment Services, Inc. and their Defined Contribution offerings. For more information, please call (904) 460-2700.

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.

First 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.

Click here for more information about Marian Financial Services, Inc.

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Contact Us

  • Address: 109 Velvetleaf Drive
    St. Johns, FL 32259

  • Phone: (904) 460-2700