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VERIFIEDPhilip R Johnson
PRJ Wealth Advisors, LLC / Independent Financial Group, LLC
4694 Cemetery Rd.
Suite 287
Hilliard, OH 43026
614-588-5074
About PRJ Wealth Advisors, LLC / Independent Financial Group, LLC
In the complex world of finance, it's easy to become fixated on immediate numbers and lose sight of the bigger picture: What are you working toward, and how can a financial plan help you get there? We believe thoughtful, detailed planning can help you create a life that you enjoy. Our approach is centered around the idea that your why is just as important as the how. From our initial meeting, we want to know what truly matters to you. Once we've established your goals, we'll develop a personalized financial plan designed to meet your needs, wants, and lifestyle. Beyond your initial plan, we're here to provide guidance for all aspects of your financial picture. By working together to improve your financial wellness, we aim to have a positive impact on you and your loved ones' lives.
See Disclosures
General Information
Firm Start Year
2003
CRD#
3179288
Firm CRD#
7717
Insurance License#
OH 591675 , FL W336631
Name of Broker/Dealer
Independent Financial Group, LLC
Name of Custodial Firm
BNY Pershing, LLC.
States Licensed in
CA,FL,IL,IN,NC,OH
Years of Experience in Financial Services
33
Work with the following types of clients
Individual Investors, Non-Profit Organizations, Businesses
Advisory Services Provided
Financial Advice & Consulting, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Education Funding and Planning, Financial Planning for Individuals, Risk Management
Services
Investment Types
Mutual Funds, Options & Futures, Alternative Investments, Exchange Traded Funds (ETFs), Mortgages & Real Estate, Commodities, Insurance, Bonds, Stocks, Annuities, Socially Responsible Investments (SRI)
Can meet clients in the following ways
Your Office, Your Home, Phone, Email, Video Conference
Compliance
Registered Investment Advisor
Yes
Registered Representative
Yes
Investment Advisor Representative
Yes
Acknowledged fiduciary
Yes
Compliance Disclosures in Last 5 years
I have a clean record
Criminal Disclosures in Last 5 years
I have a clean record
Qualifications & Membership
Securities Licenses
Series 63, Series 7, Series 6, Series 66, SIE
Insurance and Annuity Licenses
Variable Life, Long Term Care, Variable Annuity, Life, Annuity
Compensation and Fees
Fee Structure
Fee-Based
Compensation Methods
Hourly, Flat Fee, Commissions, Based on Assets
Disclosures
RetirementPlanning.net provides referrals to financial professionals. RetirementPlanning.net is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for RetirementPlanning.net to make these referrals, resulting in a conflict of interest.
Additional Detailed Disclosures
https://www.retirementplanning.net/disclosure/1892300/retirementplanning-PRJ-Wealth-Advisors,-LLC-/-Independent-Financial-Group,-LLC-detailed-disclosure.html