- Charitable GivingAnother way to the entrepreneur's heart is by donating to their favorite charity. A donation shows you considered the reason behind your gift and want to help others.
- Mutual FundsWhen Erik joined our team in 2000, he brought more than 10 years of industry experience, having served as a resource expert for the Regions Bank (formerly AmSouth) family of mutual funds where he provided consultation to retail investment advisors, and as a financial advisor for Chase Investment Services in New York.
- Wealth ManagementAnd our collective knowledge—drawing upon a deep pool of expertise in holistic wealth management and decades of client service experience—gives us a firm foundation from which to advise you.
- Accounting ServicesAn office manager oversees administrative support staff, manages the bookkeeping activities, maintains positive work environment, and keeps the office running efficiently and productively
- Financial PlanningWhen it comes to financial planning, complying with regulatory requirements is a serious job. No one knows that better than Erik.
- Retirement PlanningOur goal is to help you curate a smooth transition of the business however you see fit – to the next generation or other future owner. We embrace that the transition of your business out of your hands and to a future owner is more than retirement planning, which is why we take a deep dive into your goal setting as an entrepreneur, uncovering your long-term goals and curating a plan to help protect your assets in the same sweep.