Focus: Insurance Strategies, Investment Strategies, Business Owners, Retirement Income Planning, College Funding Strategies, Charitable Giving, Group Benefits, Business Succession Planning, Risk Management Strategies, Estate Planning, Financial Education
What should working with a comprehensive financial planner actually look like for you or your business? Let’s get specific.
For Eric’s clients, financial planning needs to be more than save more, spend less, or take more risk. These cookie-cutter assessments are merely the lowest common denominator of financial guidance.
Clients that hire Eric are seeking to graduate to the next level: a coordinated approach to financial decision making that can maximize their situation without over-complicating it. Although it isn’t difficult
for one to obtain information on financial products or the latest hot takes on financial strategies, people typically find that sifting through this armchair “expertise” can be tactically misleading to well-meaning people -- not to mention an unaffordable time investment. Working with Eric as your financial planner means employing a financial quarterback who prioritizes the unique passions and people in your life that drive your financial desires. Eric’s innovative planning process is the science of distilling that noise into economic truth; then sewing together all of the seemingly isolated financial choices in one’s life to strategically recapture lost dollars, time, and efficiency.
Individual and business clients enjoy a simple, concierge experience adaptable to all levels of financial status. A key differentiator in Eric’s practice are the resources at Commonwealth Financial Group. In partnering with CFG, Eric ensures that his clients receive access to some of the best products and services that the financial planning industry has to offer. The scope of expertise available includes specialists in: estate planning, wealth management, protection planning, retirement income, advanced business planning, business evaluation, and employee benefits. The boutique nature of the firm helps Eric provide a world-class ongoing financial planning model suited for any level of complexity.
A valued aspect of Eric’s practice is his willingness to work collaboratively with his clients’ other professional advisors, including attorneys and CPAs, to forge relationships that are symbiotic and properly stress-tested.
Outside of work, Eric’s interests include football, baseball, basketball, golf, tennis, hunting, and culinary. In the past, Eric has also been a local sports talk show personality. He currently serves as the volunteer high school youth director at Fellowship Bible Church in Methuen, MA. Eric and his wife Becki reside in Salem, New Hampshire, with their son Alex.
Check the background of this investment professional on FINRA’s BrokerCheck
43 Constitution Drive Suite 201
Bedford, NH 03110