History
Eric has 20+ years in the financial services industry.
Specialties
When was the last time you reviewed your 401(k) or IRA? Are the allocations correct? Do they still fit into your overall roadmap for retirement? Should they be updated or consolidated? Are there other investment vehicles you need to look at to reach your retirement goals? Its a good idea to review your financial strategy once a year. If its been a while for you, contact me today.