Team
We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.
We can help you address:
- Investing principles and strategies
- Retirement investing and distribution strategies
- Estate conservation issues
- Risk management analysis
We also can answer your questions, including:
- Can I retire early?
- Are my investments working hard enough?
- What’s a good approach for college savings?
- What are the elements of a sound estate strategy?
- Do I have enough life insurance for my family?
Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.
Kevin Johanson, CFP®
888-712-7587
Welcome, I'm Kevin Johanson, CFP®. I am a CERTIFIED FINANCIAL PLANNER™ Practitioner in Fergus Falls, Minnesota. I understand that individuals face unique challenges as they prepare for retirement. I can help take the mystery...
Kristee Oliver
888-712-7587
Professional backgroundKristee is part of LPL Business Solutions, a service that provides industry-trained LPL professionals who can simplify operations and streamline advisors' practices. She partners with advisors to provide support...