Now Financial Planning™
For Now, Next Year, and Decades to Come
Whether it’s financial planning for immediate goals and immediate plans or retirement income funding and legacy considerations, Now Financial Planning is the foundation for all our programs. We’ll engage and organize the pieces of your financial life with focused and purposeful planning. And we’ll be with you for every twist and turn life has to offer.
Purposeful and goal driven
Consistent incremental and annual movements following your plan. The action items we tackle today begin to build the foundation for your financial future. Long-term planning focused on what affects you most today helps you make choices for tomorrow.
Established engagement and growth
Complex and comprehensive planning needs coupled with asset management. Looking ahead to high earning years, business ownership and a long retirement, the inevitable tax and estate planning issues become forefront in our planning.
Portfolio conservation and sustainable income distribution
Deliberate portfolio conservation that sustains income distribution and provides legacy planning solutions and attention to multi-generational asset needs. Retirement and other income planning shifts from the accumulation phase of your working years to the withdrawal phase during retirement.
Life Insurance Planning / Long-Term Care Options
We also provide permanent and term life insurance and long-term care insurance based on your plan. Lauren Erickson is the life and long-term care Insurance lead for the team. Clients work directly with Lauren putting those policies together and as the lead, Lauren reviews, analyzes and offers solutions for your insurance needs.
Learn more about Erickson’s Now Advantage™️
For events held throughout the year focused on the complexities and
components of financial planning, investing, and more.
All investing involves risk, including the possible loss of principal. There is no assurance that any investment strategy will be successful.
For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither Cetera Advisor Networks LLC nor any of its representatives may give legal or tax advice.