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Clarkston Office

6521 Citation Drive

Suite 400
Clarkston, MI 48346

Our Services

How We Work

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

*For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither Cetera Advisor Networks LLC nor any of its representatives may give legal or tax advice.

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

meriksen@eriksenfinancial.com   |  248-625-9800