Schedule a no-obligation appointment by calling (602) 242-4000
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Financial Planning, Investments, Solutions

How We Help You

JFA will help you feel confident about your financial life.

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Request an appointment

Fill out the information requested and click the blue button below to schedule an appointment.

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After you have requested your appointment

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We will call you to schedule your appointment

We will call you and schedule a convenient time to meet in person or by phone. We will also provide you a list of items that you can have for our free appointment (such as investment statements).

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Meet together to discuss your portfolio

In our appointment, we will perform our comprehensive analysis where we review the performance, risk, fees, and composition of your existing portfolio. We will then go over our research and give you a report with our findings and recommendations to take home.

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Connect with an Advisor

Call us at 602-242-4000 to speak with an advisor. You can also provide your information below and Phil or Marcus will contact you.

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About JFA

Meet Phil v1

Philip O. Johnson, CFP

President


Phil has been involved in financial services since 1976. Over the years, he has been honored as one of the nation’s best financial advisors and has been featured in USA Today, the Washington Post, Worth, Money Magazine, the Arizona Republic and the Arizona Business Gazette.

Meet Marcus v1

Marcus F. Johnson, CFP

Advisor & Vice President of Investments


A 6th generation Arizonan, Marcus served as President of the Financial Planning Association of Greater Phoenix and has been a financial advisor panelist for the Arizona Republic and local TV and radio stations.

Independent - As an independent financial services firm, we are focused on your best interests and are not limited to one single product offering.

Fiduciary Standard  - As a Registered Investment Advisory (RIA) we act in the best interest of our clients.

Highly Personalized Service  - Our clients feel comfortable consulting with us on all financial matters.

Our Locations

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Our Office

Tempe, Arizona 
Other Valley Wide Meeting Locations

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Online or Phone

Skype or a Phone Call

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Your Home

We come to you at your home
or any convenient location

Services

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Financial Planning

Sound advice and answers

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Investment Management

Fully Customized Portfolios

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Risk Management

Prepare for the unforeseen

It all begins with a conversation. Call us at 602-242-4000.

Our Menu of Services

Our Clients

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Average Client Tenure

20+ Years

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Our clients are

Individuals & Families

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Assets We Manage

$135 million

We have clients throughout the United States

Know Where You Stand

Regarding your financial goals

Enjoy Simplicity

From working with a trusted advisor

Focus On What Is Important

We help you identify and achieve workable goals

Working with a JFA advisor may help you

Avoid costly mistakes

when selecting investments, considering loans, or making any significant financial decisions.

Help you work towards goals

 such as college educations for children and grandchildren, support for charitable organizations, etc.

Create a specific
plan of action

to fund your retirement
and ensure you don't
outlive your money.

Assess your
needs

such as insurance, reducing taxes, and making sure you have proper estate planning tools in place.

Become a client

STEP ONE: Give us a call

 Call 602-242-4000 to speak with an advisor to learn more about our services and to see if we're a good fit.

STEP TWO: Come in for a No-Obligation appointment

This is our opportunity to get to know you and your financial life. We will answer any questions you have and explain the services we offer and the costs associated.

STEP THREE: Become a Client

 Once you decide you would like to move forward, we will begin planning and preparing your investments immediately.

It all begins with a conversation. Call us at 602-242-4000.

Sign up for our Weekly Newsletter

Connect with an Advisor

Call us at 602-242-4000 to speak with an advisor. You can also provide your information below and Phil or Marcus will contact you.

Please enter your name.
Please enter a valid email.
Please enter a valid phone number.

Common & Popular

Frequent Questions

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How's my portfolio?

Send us the most recent statement of your investments and we'll be happy to review your portfolio, assess its risk, and compare it with industry benchmarks. We will also offer recommendations for changes that should be considered.

Call us at 602-242-4000 to have a free portfolio review.

 

Additional Services

     Open Brokerage Account

  Save for Education

    Life Insurance Quote

      Long-Term Care Quote

     Disability Insurance Quote

      Lower Annuity Costs

     Create or Update Estate Planning Documents

Recent Blog

When It’s Time to Review Your Estate Plans

By Marcus F. Johnson, CFPⓇ | August 21, 2019

Estate plans aren’t static documents. You don’t just write them, tuck them away in your important papers file and forget about them. Here are some events that may call for a review and revision of your plan.

When You Are the Beneficiary of an IRA

By Marcus F. Johnson, CFPⓇ | August 15, 2019

Immediately after the loss of a family member, deciding what to do with the deceased’s IRA may not seem important. Still, if you’re the beneficiary, it’s imperative to make a good decision to avoid paying penalties and extra taxes. As a beneficiary of an IRA or employer-sponsored plan, you can open an inherited IRA account…

The Importance of a Good Withdrawal Plan

By Marcus F. Johnson, CFPⓇ | July 24, 2019

So, you’ve developed a financial plan for your future. You know how you’re going to accumulate the savings and investments needed to provide a comfortable retirement. But do you have a plan for withdrawing savings during retirement? If you don’t create a well-thought out plan for accessing funds from your accounts, you could lose savings…

Credit Card Benefits You May Not Know About

By Marcus F. Johnson, CFPⓇ | July 16, 2019

Most of us know the number one rule for using credit cards is to avoid building up a balance we can’t pay off promptly. What many of us don’t know about credit cards is the number of benefits they often offer (in addition to purchase rewards). Here are some that are common: Extra security: With…

Estate Planning Misconceptions

By Marcus F. Johnson, CFPⓇ | July 1, 2019

Many people postpone creating an estate plan because considering their demise is unsettling. Others make false assumptions that cause them to neglect this important task or make less-than-ideal decisions. Here are a few common misconceptions related to estate planning: Estate planning is for the wealthy. Anyone who owns property or assets, or has loved ones…

Don’t Shred Those Tax Documents Yet

By Marcus F. Johnson, CFPⓇ | April 15, 2019

You’ve completed your taxes for the year and now you’re wondering what to do with that pile of records, 1099s, receipts and bank statements. The experts agree, take the time to organize them and store them in a secure place. You may need to refer to them in the months or even years ahead if…

5 Reasons to Set Up Your Online Social Security Account

By Marcus F. Johnson, CFPⓇ | April 3, 2019

For many of us, Social Security has a part in our financial plans for retirement or later stage of life. Even if you’re years away from applying for benefits, there are some good reasons why you should set up your online Social Security account at www.socialsecurity.gov/myaccount. You can go online to ensure there aren’t any…

Where to live as we age?

By Marcus F. Johnson, CFPⓇ | February 12, 2019

One of the most stressful decisions as you age is whether to stay in your current home or consider other alternatives. According to a survey by AARP, 90 percent of adults age 65 and older want to remain in their current residence as long as possible.  The desire to “age in place” is a natural…

Splitting Retirement Plans When Divorcing

By Marcus F. Johnson, CFPⓇ | February 4, 2019

While no one marries with the intention to later separate, if divorce or legal separation is in your future, make sure you understand the implications against retirement savings. If you or your spouse have money in retirement plans, you’ll most likely have to share the assets. It’s important to understand what governs the division of…

Health Care Considerations Before Retiring

By Marcus F. Johnson, CFPⓇ | January 28, 2019

Amid retirement anticipation, it is crucial to take the time to make wise decisions regarding health care coverage.  Here are some things to consider at various times. Retiring at any age: While some Medicare Advantage plans cover dental and routine vision services, regular Medicare and Medigap plans don’t. If you’re not planning to buy a…