Our Services
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
*For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither Prospera Financial 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