Erik's Mission Statement

My mission is to help my clients achieve their financial goals through comprehensive financial planning and sound asset management.  I strive to provide excellent client service by responding quickly to your needs and meeting regularly to review your financial position.



My Responsibilities and Commitment

  • Help you define and prioritize your financial goals
  • Outline solutions to those goals by providing specific investment and tax strategies
  • Explain investment and financial planning concepts
  • Meet with you semiannually
  • Keep you informed of new developments in the economy and financial markets
  • Promptly take steps to resolve any investment account-related issues
  • Continue to evaluate investments and to look for new opportunities
  • Be available as a resource on all financial matters
  • Return your phone calls and emails in a timely manner
  • Value your business