Move With Confidence Towards Your Goals

Poo-Poohed By Politicians And Pundits, The U.S. Economy Is Booming

Even as the economy continued to be portrayed as troubled by pundits and politicians last week, fresh evidence surfaced of…

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Ask About Personal Residence Trusts

By using a qualified personal residence trust (QPRT), you might be able to sidestep potential estate tax pitfalls while transferring…

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What Are The 3 R's Of Roth IRAs?

It's not reading, 'riting, and 'rithmatic, but when it comes to Roth IRAs, it pays to know the three R's:…

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Avoid This Installment Sale Trap

One tried-and-true method for reducing taxes on a sale of real estate is to use installment sale reporting of payments…

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If Estate Tax Repeal Is Enacted Soon, Will It Stick?

As the drumbeat for tax reform grows louder, the chances that the federal estate tax will be repealed increase. Although…

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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