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.
Profit Sharing Plans
403(b) Plans, TSA 457 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
IRA Account Consolidation
Investment Portfolio Review
Taxable Fixed Income
Fixed Index 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.
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