Our Services

At Erickson Financial Advisors we offer a wide range of services to meet all of you and your family's wealth management needs:

• Investment Account Analysis

• Retirement Plans for Individuals:  IRA's, Roth IRA's, Rollover IRA's

• Retirement Plans for Businesses:  401(k) Plans, SEP & SIMPLE IRA's, Profit Sharing Plans, Defined Benefit Plans

• Personal & Family Financial Planning:  Financial Independence Analysis, Budget Planning, Short & Long Term Savings Plans

• Estate Planning

• Higher Education Savings Plan

• Life Insurance Plans

Our firm's Business Continuity Plan can be found here.