Eric Johns, CFP®, EA, MBA
Tax-efficient retirement planning for New Orleanians age 50+
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Serving Clients Nationwide
Tax-efficient retirement planning for New Orleanians age 50+
Areas of Focus
- Estate Planning
- Investment Management
- Retirement Planning
- Tax-Smart Distribution Planning
- Taxes
About Eric Johns, CFP®, EA, MBA
Eric Johns was born and raised in Metairie, LA. After graduating Jesuit High School in 2004, Eric obtained an undergraduate degree in Economics from Louisiana State University in 2008 and a Masters of Business Administration with a concentration in Finance from LSU in 2010.Beginning in 2013, Eric began work with an asset management firm learning best practices in the industry while helping high net worth individuals minimize tax consequences for their heirs.
Eric is a member of NAPFA, XYPN, and Fee Only Network.
“I used to play rugby for Jesuit High School and then while at LSU from 2005-2010. I now enjoy coaching youth sports for my twins, Adam and Zoey. I relish playing video games, particularly those made by Blizzard, with our oldest, Connor, and my ideal Saturday night is a sushi dinner and gaming session. I have collected and played Magic the Gathering intermittently since being introduced to the game by my dad in 1995, and the flavor text on the card Equilibrium (7th Edition) served as inspiration for our firm's name. Rachael and I value family time immensely and choose to spend our free time together or in small groups of close friends.”
Professional Designations
- CERTIFIED FINANCIAL PLANNER ®
- Enrolled Agent (EA)
- Master of Business Administration (MBA)
Affiliations
-
Fee Only Network
- National Association of Personal Financial Advisors
- XY Planning Network
- National Association of Personal Financial Advisors
Primary Location
New Orleans, LA
Video
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Fee Only
- Flat Fee
- Hourly Rate
- Percentage of Assets Managed
What to expect in the first meeting
Click the 'Book Intro Call' button above to schedule a free 15-minute introductory call. We will use this time together to determine your financial needs and whether we can meet them.Offers Investment Management
Yes
About Equilibrium Financial Planning
Equilibrium Financial Planning provides retirees with an ally in all aspects of their financial life and an alternative to the traditional big bank model of asset management.The innumerable decisions individuals face as they approach and navigate through retirement necessitate a comprehensive strategy, accounting for your entire financial picture.
We provide a holistic perspective that considers the tax impact of each financial decision. Additionally, since retirement planning often requires personalized solutions to address unique financial goals and aspirations, we collaborate with your team of experienced professionals, including your CPA, attorneys, and more.
The ultimate objectives are to ensure long-term financial security, to optimize tax efficiency, and to provide you with a trusted partner along your retirement journey.
Work With Us
✔️ Fee Only Fiduciary
We place the client’s best interest above our own. Integrity is paramount, and we will work to earn your trust.
✔️ Comprehensive Planning
We offer a refreshing alternative to conventional asset management relationships perpetuated by large institutions.
✔️ Consistent Communication
You will always have a relationship with us and will receive frequent updates on your financial health, including a monthly financial wellness audit.
Education
Louisiana State University, Master of Business Administration (M.B.A.), Finance; Bachelor’s Degree, Economics
Hobbies and Interests
- Family
- Skiing
- Sports
- Video Games
- Working Out
SEC Lookup
View DisclosureWho We Serve
- Baby Boomers
- Couples
- Dual Income Family
- Gen X
- Intergenerational Families
- Living in Retirement
- Widow
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