Develop a Comprehensive FINANCIAL ROAD MAP

Figure out how to make the most out of the rest of your life

Helping clients make smart financial decisions for 24 years

Includes:

• Copy of book Values-based Financial Planning
• In depth interviews with you to describe “what’s important to you”—what you want to accomplish in your lifetime
• You identify, quantify & prioritize “Personal Goal Milestones”(big ticket items like college, vacation home, retirement, etc.)
• Analyze your current financial/legal/tax/insurance situation & identify areas where you can save money & get up to date
• Prepare Financial Road Map to show you the way to successfully achieve your life goals & dreams
• Analyze your current investment portfolio to see how it compares to the best current thinking by experts

Helping you achieve your life goals & live life to the utmost is the essence of what Ericson Financial Solutions (EFS) is all about.  EFS listens carefully to you and acts as a consultant to provide solutions to your personal & business financial needs.  EFS helps you "get organized" and invests your "serious money" wisely so you can enjoy other aspects of your life. You get access to experts not available to the general public.

Bob Ericson is the founder and president of Ericson Financial Solutions, an independent, fee-only Registered Investment Advisory firm. Bob has been a Certified Financial Planner® (CFP)TM  since 1986.  He holds a B.S. in Economics from the Wharton School of Business at the University of Pennsylvania.