As a native of Jacksonville, Eric focuses his expertise on the design of personal retirement strategies. He has been in the Insurance and Financial Services field since 1998.
Eric states, “It is my conviction that money should not dictate your retirement lifestyle. Instead, your desired lifestyle should influence your financial strategy. Uncertainty about the future of taxes, inflation, and social security cause retirees to skip vacations and live on a tighter budget than may be necessary. Retirement shouldn’t be this way.
It should be an enjoyable time, where you’re comfortable and confident, living the lifestyle you want without fear of financial failure. That’s what I try to bring to every client meeting. We stop the money from dictating your lifestyle, and instead create a financial strategy that's suitable for you and is also based around the retirement lifestyle you’ve envisioned."