Move With Confidence Towards Your Goals

Perhaps The Best Economic Conditions In Modern U.S. History

In December, inflation dropped again and retail sales roared again. Growth without almost no inflation is an optimal condition, rare…

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Bitcoin, Chasing Your Tail, And Investing

Thinking about Bitcoin? Could be a good time to hop on, right? Wrong! Usually, by the time the average investor…

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Tax Alert: Last Chance For Year-End Tax Planning

The Tax Cuts and Jobs Act of 2017 will be signed by President Donald Trump by week's end. The changes…

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Soaring Stocks Raises Importance Of Diversifying

The concept of diversification is vital to investors: Don't put all your eggs in one basket so they won't all…

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Tax Reform Plan Puts The Squeeze On Securities Sales

When you sell securities, you have a choice about which ones to unload, which changes how they are taxed. But…

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Welcome!

 

 

Clients remain with us to:

Receive advice from a true fiduciary

Make tax-smart decisions with their money and investments

Retire young enough to enjoy it

Avoid running out of money in retirement

Find effective asset protection strategies

 

Erickson Financial Solutions is an independent, fiduciary, fee-only adviser who has served in Missouri - predominantly in Columbia, Jefferson City and the surrounding counties - for more than 20 years. We start by learning what is important to you, create a flexible plan, and then move with confidence towards your goals.

 

Discover whether what we have done well for others can be done for you.

 

Special Report
  • Assessing US Stock Performance Amid More Positive Economic News