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