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 - Columbia and Jefferson City, Missouri fee only financial/retirement planning and investment adviser. “Fee Only” means “commission-free” – as an advisor 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 expsoe it to unnecessary risks or to leave it in the hands of someone who would prefer to sell a product. This is where we can help by really look at what is best for you.
While we focus on financial planning for doctors, lawyers, pharmacist and other professionals, we work with a diverse group who need unbiased advice free of sales pressure so commonly found with standard financial planners or advisors. We are legally and ethically bound to put our client’s best interests first. To better assure you receive competent, objective advice, each advisor is a CERTIFIED FINANCIAL PLANNER™ with several years of experience. See the attached bio. Financial planning and investment management for whatever your life goals may be are at the foundation of what we do for clients
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!