“I went to Erick as I was retiring and needed to set up a strategy to maintain income, but also steadily grow my assets. We worked together, looked at all the options, and settled on something that fits perfectly, but still leaves me with financial flexibility. He really listened to my needs. Tracy sets up my appointments, communicates anything of importance immediately. All in all, a very positive experience.”
Investing
“I went to Erick as I was retiring and needed to set up a strategy to maintain income, but also steadily grow my assets. We worked together, looked at all the options, and settled on something that fits perfectly, but still leaves me with financial flexibility. He really listened to my needs. Tracy sets up my appointments, communicates anything of importance immediately. All in all, a very positive experience.”