Financial planning for insurance agency owners who want their business to fund their life 

Financial planning, investing, tax strategies, and retirement plans — helping agency owners manage complexity, find balance, and stay focused on what matters most.

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Money’s complex when you own an insurance agency.

Few careers offer the income, wealth potential, and flexibility of owning an insurance agency. But competing priorities between business and personal uses of money — and personal financial blind spots — can lead to missed opportunities and costly mistakes.

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Agency-owner-specific financial guidance makes all the difference.

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Positive aged couple consulting with insurance agent

We help agency owners:

Build forward-looking financial projections to know when work becomes optional

Manage tax, cash-flow, and risk issues unique to agency ownership

Understand your business finances so you can make personal financial decisions that complement them, not compete against them

Build forward-looking financial projections so your money works for you — not the other way around

Plan an exit or transition strategy that actually leaves you free (not locked into keeping the business afloat forever)

Get Your Questions Answered

We understand the unique money questions pharmacists face — and we help you find clarity.

Ask us about:

How to manage fluctuating commissions and variable income with steady personal wealth building

How to separate business growth decisions from personal financial decisions

How to build a retirement plan when part of your net worth is tied up in an operational business

How to protect yourself from tax surprises and plan efficiently

How to structure your business to maximize value when you’re ready to exit or transition

How to define “enough” so you can make work optional (not mandatory)

What People Have to Say

  • Erik and his team made us feel like we mattered—we weren’t just another number on a client list.

  • When a big decision comes up, Erik is someone I can call and talk it through with confidence.

  • Erik listens—really listens—and helps you think through risks in a smart, intentional way.

  • There’s something invaluable about working with someone who deeply understands your world and the challenges you face day to day.

  • I have more confidence and peace of mind about my personal finances since working with Erik and his team.

  • Erik is a trusted advisor who truly understands the unique needs of my business as an agency owner himself.

  • He meets his clients where they are and has an advantage connecting with agency owners because he’s walked in your shoes.

  • Erik and his team simplify investing concepts and communicate them in a way we can all understand.

  • Working with Erik has helped me think long-term about my business, my family, my lifestyle, and overall balance.

  • Erik has helped me build liquidity outside the agency, giving me more freedom and confidence when making big decisions.

Non-compensated client testimonials. Experiences may vary and are not guaranteed to be representative of all clients or future results. No compensation was provided, and no material conflicts of interest are believed to exist.

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Built by agency owners, for agency owners.

We understand your business because we live it. Let’s turn your hard work into lasting personal freedom.

Plan Wisely. Live Confidently.

 

Book a Free Consultation