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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™️

Now Financial Planning™

A complete financial picture and meaningful plan of action, for individuals, families or your business

There’s more than one way to Plan -

Erickson One™ – One-time initial planning fee of $1,200 plus % of AUM for ongoing investment management and planning

Erickson Go™ – Annual Subscription starting at $3,500 *subject to change year over year based upon plan complexity.

Erickson Plus™ – A modular flat fee service for targeted scope of work - *please inquire.

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Now Asset Management™
A personalized investment strategy based on specific income, tax, investment and risk considerations

A percentage of Assets Under Management between .65% - 1.25% - determined by service level and value of portfolio.

 

Now Asset Management™ is an independent program that can be combined with Now Financial Planning™ as needed.

Now Transitions™
A proactive approach to ensuring the smooth transfer of your estate according to your exact wishes

Flat fee assessed by scope of work starting at $2,500.00.

 

Fee schedule available as needed.

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For events held throughout the year focused on the complexities and
components of financial planning, investing, and more.
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 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.

GREENSBORO
301 N. Elm Street, Suite 301
Greensboro, NC 27401
P: 336-274-9403
F: 336-273-0217

DURHAM
3001 Academy Rd., Suite 110
Durham, NC 27707
P: 919-595-0619
F: 336-273-0217

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Quarterly Comments February 2024

February 16, 2024
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© 2023 Erickson Advisors

Advisory services and securities offered through Cetera Advisor Networks LLC, member FINRA/SIPC, a broker-dealer & Registered Investment Advisor. Cetera is under separate ownership from any other named entity.

Individuals affiliated with Cetera firms are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services.

This site is published for residents of the United States only. Registered Representatives of Cetera Advisor Networks LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every advisor listed. For additional information please contact the advisor(s) listed on the site, visit the Cetera Advisor Networks LLC site at www.ceteraadvisornetworks.com.

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