Good financial advice and guidance. They are very knowledgeable about subjects that can have a huge impact on our financial well being through retirement. Their help with Social Security, Medicare and insurance exceded our expectations and saved us a lot of $. We enjoy working with them.
February 2022
I’ve known Eric for 45 years, and he is a man of the highest integrity and professionalism. I know that every year he does extensive continuing education, at great expense, to continue to improve his knowledge, skills, and expertise in financial planning as well as staying current on the ever changing offerings of financial products. He does this to provide the best experience , the best opportunities, and the right possibilities for his clients.
February 2022
Eric and Sherri are two of the most wonderful people that I have ever had the pleasure of doing business with. Every conversation that I have with Eric, I walk away from it with some new knowledge about financial planning that I didn't even know I needed. They really go into depth about building your own personal financial house, and break it down into five easy phases so that its easy to understand and comprehend. I've seriously learned so much from these guys, thank you so much!
Good financial advice and guidance. They are very knowledgeable about subjects that can have a huge impact on our financial well being through retirement. Their help with Social Security, Medicare and insurance exceded our expectations and saved us a lot of $. We enjoy working with them.
I’ve known Eric for 45 years, and he is a man of the highest integrity and professionalism. I know that every year he does extensive continuing education, at great expense, to continue to improve his knowledge, skills, and expertise in financial planning as well as staying current on the ever changing offerings of financial products. He does this to provide the best experience , the best opportunities, and the right possibilities for his clients.
Eric and Sherri are two of the most wonderful people that I have ever had the pleasure of doing business with. Every conversation that I have with Eric, I walk away from it with some new knowledge about financial planning that I didn't even know I needed. They really go into depth about building your own personal financial house, and break it down into five easy phases so that its easy to understand and comprehend. I've seriously learned so much from these guys, thank you so much!