Eric has been in the financial services industry for over 30 years. As a Chartered Financial Consultant® (ChFC®) and Accredited Investment Fiduciary® designee, he helps physicians and professionals with retirement income planning and investment decisions. Improving lifestyle in retirement and helping people gain financial clarity is a passion and lifelong pursuit.
On weekends and evenings, Eric can be found spending time with family and friends, working out at the gym or exploring the great outdoors.
Let's sit down and have an open and honest conversation about what’s important to you and what you want your life to be like in retirement. Tell me what you've managed to build so far. We'll assess your retirement needs and devise a plan to fill the gaps. Bring your questions and concerns, and you’ll explore a variety of options to meet your needs.
At the end of your meeting, you’ll have a clear picture of the process, a good idea of the available options, and a list of important tasks that need your attention to help fill the income gap and protect your assets. Together we'll build a retirement income plan for a healthy happy retirement.
To get started, just fill out the request form on the right, or pick up the phone and call us at (253) 509-7051.