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