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How does the advisor help clients – Key Takeaways:
Erickson Financial Solutions, LLC provides comprehensive financial solutions to help clients achieve their financial goals. The firm’s experienced team of professionals offer personalized advice and guidance tailored to each individual’s unique needs and circumstances. The following key takeaways highlight the ways in which the advisor helps clients:
- Provides personalized financial solutions
- Offers expert advice and guidance
- Helps clients achieve their financial goals
- Tailors recommendations to each individual’s needs and circumstances
Facts and Insights
Erickson Financial Solutions, LLC is a reputable financial advisory firm that is dedicated to helping individuals and families achieve financial success. The firm has been in business for over 10 years and has a team of highly qualified advisors with a wealth of experience in the financial industry. The following are some key facts and insights about the firm:
- Founded in 2008
- Team of experienced financial professionals
- Comprehensive financial solutions offered
- Dedicated to client success and satisfaction
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $100 million | 5 | 10+ years |
Financial Services Offered
Erickson Financial Solutions, LLC offers a wide range of financial services to meet the diverse needs of its clients. The firm’s team of experienced advisors has the knowledge and expertise to provide sound guidance and recommendations in the following areas:
- Retirement planning
- Investment management
- Tax planning
- Estate planning
- Insurance planning
- Education planning
- And more
Client Types
Erickson Financial Solutions, LLC serves a diverse group of clients, including individuals, families, and small business owners. The firm’s personalized approach allows each client to receive tailored advice and guidance based on their unique financial goals and circumstances.
Fees & Compensation
Erickson Financial Solutions, LLC operates on a fee-only basis, which means that its advisors do not earn commissions for any products or services recommended to clients. This helps ensure that the firm’s advisors act in the best interests of their clients and there is no conflict of interest.
Background
The founder of Erickson Financial Solutions, LLC, John Erickson, has over 20 years of experience in the financial industry. He holds multiple prestigious certifications, including the Certified Financial Planner (CFP) and the Chartered Financial Consultant (ChFC), which demonstrate his expertise and commitment to providing sound financial advice.
Financial Advisor Disclosures to Know
Erickson Financial Solutions, LLC is an independent registered investment advisor (RIA) and is held to a fiduciary standard, meaning it is legally obligated to act in the best interests of its clients. As such, the firm has a strict code of ethics and discloses any potential conflicts of interest to its clients. Additionally, the firm is registered with the Securities and Exchange Commission (SEC) and is subject to regular compliance audits.