“We appreciate Eric as our retirement planner, and now friend. He patiently worked out our plan after careful fact-gathering which emphasizes our goals as a couple. We appreciate his attention to detail.” – B.H., Centralia, WA.
- Reasonable rates-of-return
- Total life retirement and income planning by balancing safety, risk, income, growth and protection of principal.
- Must be Predictable (always the same)
- Must be Reliable (always be there)
- Must be Sustainable (be enough for you)
- Must be Inflation-Adjusted
- Must be Just Like Salary/Wage Income
I enjoy providing personalized services based upon trust, confidence, and competence.
A little about me…
I was born and raised in Washington State on the Olympic Peninsula and joined the U.S. Navy after college. I’m a Viet Nam Veteran with three tours of duty. After the Navy, I completed my education, obtaining B.S.E.E / M.S.E.E. degrees at California State University, Fullerton and Columbia Pacific University.
The first thirty-seven years of my career were spent as an Aerospace Senior Engineer and Associate Technical Fellow in Systems Engineering. (Yes – rocket science!) The last twenty years of my first career were spent with The Boeing Company. A career in Aerospace Engineering afforded me with the expertise and passion to solve problems and find solutions.
These experiences have helped me develop a successful business in my second career as a problem solver and provider of Financial Services. My primary focus and competence is Retirement Income Planning.
My wife Shelly and I live in Onalaska, WA, on our farm with two horses, dog. and cat. We have three sons, a daughter, and 4 grandchildren. My hobbies are horse camping, trail riding, fishing, boating, and being at home on the farm.
“Before we met Eric, we had no real plan for the future and had never been advised on how to live in retirement. Eric provided a comprehensive, low-risk, retirement income plan that we are following today.” – D.R., Chehalis WA.
Another one of my hobbies…
Sign up for my newsletter with news and tips to help you live well in retirement!
© All Rights Reserved.