Move With Confidence Towards Your Goals

Seeking Financial Aid: Don't Fear The FAFSA

Seeking Financial Aid: Don't Fear The FAFSA

Saving money to pay for college is a daunting proposition even if you're reasonably well off financially. With tuition increases…

More...
8 Complex Tax Strategies For Low-Basis Investors

8 Complex Tax Strategies For Low-Basis Investors

Are you holding securities whose price has appreciated a lot since you bought them? The problem, of course, is that…

More...
Combine Investment And Tax Benefits In 529 Plans

Combine Investment And Tax Benefits In 529 Plans

With college costs continuing to soar, what's a cash-strapped parent to do? Consider the benefits of a Section 529 plan.…

More...
Steer Clear Of These 7 Traps For IRA Owners

Steer Clear Of These 7 Traps For IRA Owners

The rules for IRAs offer plenty of opportunities to save a tidy nest egg through contributions directly to the accounts…

More...
Compare Minor's Account To 529 Plan

Compare Minor's Account To 529 Plan

Until the Section 529 college savings plan came along, parents looking ahead to the high cost of college for their…

More...
Turning Up The HEET For Education

Turning Up The HEET For Education

Are you looking to help finance the cost of your grandchildren's college education or medical expenses? There are many possible…

More...
Saving For Private Or Prep School? A Tax-Smart Way

Saving For Private Or Prep School? A Tax-Smart Way

Does your family have a history of students attending a prestigious private or prep school? You may want to continue…

More...
Top Court Mandates 401(k) Fee Duty

Top Court Mandates 401(k) Fee Duty

Are you being charged more than you should be for management fees in your 401(k) account? The U.S. Supreme Court…

More...
When Can You Reconvert To A Roth?

When Can You Reconvert To A Roth?

Suppose you converted a traditional IRA to a Roth IRA only to see the value of the assets decline significantly.…

More...
8 Compelling Tax Reasons For Roth IRA Conversion

8 Compelling Tax Reasons For Roth IRA Conversion

Should you convert assets in a traditional IRA into a Roth? It depends on your personal circumstances and preferences, and…

More...
Frontpage Slideshow | Copyright © 2006-2011 JoomlaWorks Ltd.

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

  • When Can You Reconvert To A Roth?

    Suppose you converted a traditional IRA to a Roth IRA only to see the value of the assets decline significantly. So you "recharacterized" the Roth into a traditional IRA before the tax return deadline. But now the market has shifted again and the assets are making a comeback. Can you pull another switcheroo and shift back to the Roth?

    Read more >>