Move With Confidence Towards Your Goals

A Stock Plunge Amid Strong Economic Data

A Stock Plunge Amid Strong Economic Data

By Super User

While the stock market plunged to open the fourth quarter of 2014, much of the key economic data pointed to…

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How To Avoid Emotional Portfolio Withdrawals

How To Avoid Emotional Portfolio Withdrawals

By Super User

The Standard & Poor’s 500 stock index is the benchmark against which most investors measure the performance of their portfolios,…

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When To Harvest Gains, When To Harvest Losses

When To Harvest Gains, When To Harvest Losses

By Super User

It’s harvest time again! The end of the year often presents golden opportunities for investors to “harvest” capital losses by…

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14 Top Year-End Tax Moves For Individuals In 2014

14 Top Year-End Tax Moves For Individuals In 2014

By Super User

‘Tis the season for year-end tax planning. By making tax moves, particularly those that relate to your investments, as the…

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Fly Below The Tax Radar At Year-End

Fly Below The Tax Radar At Year-End

By Super User

The IRS often zooms in on upper-income taxpayers, especially those who buy and sell a lot of investments, and with…

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FBAR Penalty Can Run Into Millions

FBAR Penalty Can Run Into Millions

By Super User

No matter how old you are, the IRS isn’t likely to show you any mercy, especially if you’re trying to…

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Amnesty Offer For Offshore Accounts

Amnesty Offer For Offshore Accounts

By Super User

In 2009, the IRS created an amnesty program that let taxpayers confess their sins about offshore accounts. The program—known as…

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5 Traits Investors Can Pick Up From Derek Jeter

5 Traits Investors Can Pick Up From Derek Jeter

By Super User

Derek Jeter, the iconic star of the New York Yankees, retired this season after 20 years in the major leagues.…

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Clients stay with us to:

  • Retire and not worry about running out of money
  • Avoid anxiety, mistakes, and time wasted in self-managing assets
  • Invest for better safety and growth potential
  • Select the best "exit" alternative from career related retirement plans
  • Take steps now to provide for the active retirement they desire
  • Find smart asset protection strategies for them
  • Organize and safeguard their financial affairs for themselves and their family
  • Finance quality care or support for their parents
  • Meaningfully and positively intercede in the aspirations of their children

Naturally our Clients hold diverse goals, aspirations and personal concerns. Consequently, our solutions are tailored and unique to them.

Both planning for and the implementing of a plan is done in an open, trusting environment where fidelity to the Client is paramount.

Erickson Financial Solutions, LLC is an independent, Fee-Only financial planning and portfolio/wealth management firm with offices in both Columbia and Jefferson City, Missouri. “Fee-Only”  means “commission-free” – we do not accept third-party compensation or sell products. No one is truly Fee-only if any of their income comes from an outside source, so those who work for a brokerage firm or insurance company have a conflict of interest.

Our independence permits us to evaluate your situation and suggest unbiased solutions to help you move with confidence toward your financial goals and a meaningful, active, and comfortable retirement.


Retirement, whether you are thinking of retiring or in retirement, can be stressful and complicated if you do not have a trusted advisor to help plan and take actions with you to reach your goals.

Managing your investments is important too.  Few individuals invest prudently and efficiently, not because they don't want to, but because they are too busy being good at what they do, don't wish to become an expert, or just can't keep track of it all. But eventually the family "nest-egg" gets too important to take unnecessary risks or to leave it in the hands of someone who would prefer to sell a product than really look at what is best for you.   

The only way to get truly independent advice is to work with a fee-only, independent advisor. Look for a Registered Investment Advisor who is legally and ethically bound to put your best interests first. And, to be 100% certain that you are receiving competent, objective advice, ensure the individual is a CERTIFIED FINANCIAL PLANNER™ professional with several years of experience. Opt for a NAPFA-Registered Financial Advisor if you can find one in your area. See "About Us" and review the extensive array of credentials brought to bear on your behalf.

Visit with Erickson Financial Solutions, LLC in Columbia or Jefferson City. You'll be pleased with the collaborative, comfortable, and stress-free meeting. We think you will be pleasantly surprised with our unique service!

Financial Briefs

  • 5 Traits Investors Can Pick Up From Derek Jeter

    Derek Jeter, the iconic star of the New York Yankees, retired this season after 20 years in the major leagues. Many attributes displayed by Jeter during his baseball career translate to the investment arena. For example: 1. Don’t try to hit home

    Read more >>