Vanguard University Alumni
Loves spending time at the beach with his family
Assists with design & implementation of company-sponsored retirement plans
Dave Ramsey SmartVestor Pro*
Accredited Investment Fiduciary (AIF)
Will video conference with clients to make it easier
Eric Johnson has always been passionate about helping people. From an early age, he grew up in the home of a pastor where the core values of faith, integrity, and hard work were instilled from a young age.
Eric is specifically passionate about coaching people whose lives have become too busy or complex to focus on the integral details of financial planning. This includes business owners, pre-retirees, mid-career singles, and families. Or, like many of Eric’s clients, those that just didn’t have a solid relationship with their financial advisor and are looking for a fresh perspective.
Most importantly, Eric strives to make all of his clients feel comfortable, in an all-to-often uncomfortable process, by building relationships and working with them over time to make increasingly better financial decisions.
In the information-saturated environment in which we all live, it is imperative to remember what Napoleon Hill, the famous 20th Century Self-Help Author, coined:
“Knowledge is only potential power. It becomes power only when, and if, it is organized into definite plans of action, and directed to a definite end.”
ACTION is power. Eric is adamant that simple philosophies such as budgeting, being debt-free, and saving for the future, in conjunction with having a specific financial action plan is the key to wealth building.
Eric graduated from Vanguard University with a degree in Business-Organizational Management. Eric’s combined love for helping people and his business acumen led him to Trilogy Financial where company CEO, Jeff Motske, is also a Vanguard alum. In his free time, Eric loves spending time at Torrey Pines State Preserve with his wife, JoAnn, and two sons, Russell and Shane.
*The SmartVestor program is a directory of investment professionals. Neither Dave Ramsey nor SmartVestor are affiliates of Trilogy or LPL Financial.
Preparation for retirement is extremely important, and it extends well beyond finances. That’s why you need to work on your retirement compatibility with your partner way before you stop working.
When selecting a Financial Advisor, it’s important to know they will be looking out for you and the money you worked hard for all your life. Not all financial advisors are the same. When considering a financial advisor to partner with, it’s important to know if they are fiduciaries, meaning they will be ethically obligated to work in your best interests to help you reach your goals.
In addition to awareness, you need action. You need focused, decisive and immediate action to see change and to get yourself back on the road to financial independence.
FIRE (Financial Independence, Retire Early) is trending as a new financial lifestyle. FIRE promotes extreme savings in your 20s, 30s and 40s, with the goal of being able to live off passive income from the accumulated nest egg much earlier than typical retirement age.
Financial Life Planning is about actually starting — taking a few good steps in the right direction and then taking a few more.
Financial Life Planning is fundamentally about taking a few good steps in the right direction and then taking a few more. Trilogy Financial has established regional offices from coast to coast with the clear vision of helping millions of Americans pursue financial independence, every day.