If you are interested in making the smartest retirement and financial decisions possible, you have come to the right place.

Erickson Financial Solutions is the only full-time, Fee-Only financial planning and portfolio management firm in both Columbia and Jefferson City, Missouri. “Fee-Only”  means “commission-free” – we do not accept third-party compensation or sell products. Our independence permits us to evaluate your situation and suggest unbias options to help you move with confidence toward your financial goals and a meaningful and comfortable retirement.

Don’t be fooled by other firms who claim to be independent when, in fact, they are affiliated with a brokerage firm or parent organization that drives their agenda. Similarly, if someone tells you that it won’t cost you anything to work with them – or that they provide “free” financial plans – you’d be wise to say “no, thanks” and distance yourself from them as quickly as possible.

The only way to get truly independent advice is to work with a truly independent advisor. Look for a Registered Investment Advisor who will act as a fiduciary – a big word that means the advisor is legally and ethically bound to put your best interests first. And, to be 100% certain that you are receiving competent, objective advice, look for a CERTIFIED FINANCIAL PLANNER™ professional with several year’s of experience and opt for a NAPFA-Registered Advisor if you can find one in your area.

Dare to compare.

Visit our Client Forms section and download the Advisor Interview form there. You’ll find two forms. The first is a blank form for your use; ask any potential advisor to fill it out before you even speak with them. The second is a completed form that shows you how Erickson Financial Solutions has replied to these very same questions. Being the smart consumer that you are, you’ll want to interview at least two and possibly three financial advisors before you determine exactly whom to trust with your hard-earned money. Do it for yourself. Do it for your family. Do it for your heirs.

When you’ve interviewed the first 1-2 advisors on your list, call Erickson Financial Solutions last. The differences may astound you!

Learn more about Who We Are.