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.