Our Services

 

At EriksenFinancial, Inc., we offer services in both retirement plan consulting and private client consulting.  Our goal is to provide our clients with quality investment consulting designed to meet their individual needs, while continuously striving to earn their trust and confidence.

Retirement Plan Consulting

  • 401 (k) Plans
  • Profit Sharing Plans
  • 403 (b) Plans, TSA 457 Plans
  • SEP Plans
  • Profit Sharing Plans
  • Plan document review and analysis
  • Plan provider selection
  • Assist in preparation of Investment policy statements
  • Fund recommendations and review for final selection by plan sponsor
  • Quarterly plan review meetings
  • Employee investment education
  • Executive Compensation Strategies

 

Private Client Consulting
 

  • IRA Account Consolidation
  • Taxable Accounts
  • Trust Accounts
  • Investment Portfolio Review
  • Stocks
  • Taxable Fixed Income
  • Municipal Bonds
  • Mutual Funds
  • Variable Annuities
  • Fixed Index Annuities
  • Fixed Annuities

 

* EriksenFinancial and Summit Financial Group do not provide tax or legal advice. Please consult with your tax and legal advisors before taking any action that may have tax consequences.