Kevin Johnstons Information

Financial
Resource
Management

FRM Logo

901-767-5755

775 Ridge Lake Blvd Suite 150
Memphis, TN 38120

Get Directions

 

Kevin Johnston

Read Kevin's Biography

Our Process

Kevin and his team are inspired to help you make smart choices about your money in order to get your entire financial life in perfect order - and keep it that way forever. Through their Team approach, they utilize the collective expertise of subject matter experts in Tax, Legal, Money Management, Insurance, and Financial Planning to help you implement a written financial strategy based on your most important goals and most deeply held values.

A Financial Road Map is created for all clients. This powerful foundational tool provides a unique level of clarity for clients. It is a single document that summarizes their economic goals, the reasons those goals are important to them (their values), and their current position with respect to cash reserves, growth/income assets, debt, and insurance.

We then follow a 3 Meeting Process annually that creates a predictable result, holds you accountable, and ensures you have the highest probability of actualizing your Ideal Life.

Financial Resource Management
Click image to enlarge

How can I learn more about Values Based Financial Planning?

 

Check the background of your financial professional on FINRA's BrokerCheck

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

Securities Products offered through Arete Wealth Management, member SIPC/FINRA/NFA.  Financial Resource Management is a Registered Investment Adviser.