Financial planning for families, individuals, and business owners making important financial decisions

Financial planning, investing, tax strategies, and retirement planning—designed to help you make confident decisions when everything seems important.

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Money decisions get more complex, and there are more of them.

You’re earning well, but retirement is no longer a distant idea, it’s something you can actually see ahead. At the same time, family needs, career opportunities, kids, aging parents, debt, and lifestyle choices all compete for your dollars. Clarity matters more now than ever.

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A clear plan helps your money support the life you’re building.

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We help you:

Prioritize competing goals so your money moves in one direction

Make intentional trade-offs instead of reactive decisions

Develop a Statement of Financial Purpose that aligns your money decisions with your life and values

Define what “enough” looks like so progress feels clear

Balance today’s life with tomorrow’s security

Get Your Questions Answered

This stage of life brings bigger questions—and fewer easy answers.

Ask us about:

How to invest while taking the right amount of risk for your goals

Whether your investment strategy actually supports the rest of your plan

What being “on track” really means for you

How to prepare for retirement without putting life on hold

How to make confident decisions when every dollar feels spoken for

How to create a plan that supports your freedom, not just your next paycheck

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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This stage of life is demanding—but it doesn’t have to be overwhelming.

With clarity and the right strategy, you can make confident decisions, reduce stress, and stay aligned with what matters most.

We work with people in this stage every day—because we’re living it too. That perspective shapes how we guide you.

 

Plan Wisely. Live Confidently.

Book a Free Consultation