We're here to help educate you
We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. We are here to help educate you about the basic concepts of financial planning and to help you learn more about who we are and how we might be of service to you.
As independent fee-based advisors, we have the experience and tools available to help you reach your financial goals.
You can reach us in North Dakota at (701) 355-9160 and in Oklahoma at (405) 252-1175 or at info@fandjwm.com. Contact us today to get started on the path to reaching your financial goals.
Please feel free to contact us with any questions.
Our services.
-
Investment Management
Whether you are looking to save for retirement, fund a child or grandchild’s education, or save up the down payment for a house, a well-designed and managed portfolio is a key ingredient to reaching your goal.
-
Retirement Income Planning
We can help you determine how much you need to retire comfortably and then help you make the most of your employer-sponsored retirement plans and IRAs to meet that goal. We manage assets before and during retirement.
-
Insurance Planning
As comprehensive financial planners, we understand the value of preparing for the unexpected, along with mitigating potential risks, through insurance.
-
Estate Planning
This is a core part of any comprehensive financial plan. Whether you have no documents in place or just need an update to your existing plan, we can help guide you in the right direction.
-
Education Planning
Providing for your child or grandchild’s education is a noble goal. The value of obtaining a college degree without a mountain of student loan debt cannot be overstated.
-
Biblically Based Advice and Investments
Integrating time-tested biblical principles with regard to giving, saving and spending decisions. Investing in a way that aligns with your values, honors God and loves your neighbor.
Meet Our Advisors
-
Erik A. Johnson, CFP®, AIF®
Founding Partner and Chief Compliance Officer
-
Marc C. Fleischer, JD, CFP®, CKA®, AIF®
Financial Planner
Our Blogs
Contact Us
Please complete the Contact Form and we'll be in touch.