Financial planning can help make the difference between those who enjoy a comfortable retirement and those who struggle. Erik Scudder can help you plan the retirement you deserve. Along with his team, Erik uses a comprehensive process so he is better able to align your goals with the appropriate financial tools.
The process includes:
Needs Assessment: This entails clearly defining your goals, evaluating your risk tolerance and identifying any factors that may impact your plan.
Analysis & Design: By identifying any gaps, Erik can then offer alternative strategies and identify strategies that fit your situation.
Implementation: The plan is then carefully executed to help ensure that a long-term focus is maintained.
Service & Support: Long-term relationships are vital to help ensure that you continue to be well informed and better able to make appropriate and opportune decisions as your needs change.
Erik has strong ties to the local area, being born and raised in Fairfax. After graduation from Baldwin Wallace University, he came back to his home town where he now resides with his wife Kristen, a local teacher. A strong believer in both fiscal and physical fitness, Erik stays active with running, mountain biking and triathalons.
Erik receives support from Integrated Financial Partners, Inc. They can bring a wealth of resources and creative solutions so you can live your life with confidence and pursue life's great goals.