I believe planning ahead is the foundation to accomplish life’s goals. I'm very dedicated to working directly with families, individuals and business owners who welcome this approach to professional financial guidance.As an Investment Advisor and Financial Planner, I'm passionate toward helping clients meet their lifelong financial objectives. I take care to listen and develop a thorough understanding of who you are and what matters most. This helps me offer a relationship that combines financial experience with sensitivity toward your priorities, to plan, protect and help fulfill your vision of the future.WHAT I DO. Since 2001, I’ve helped CEO’s and Small Business Owners enhance an often somewhat loosely designed 401(k) and Deferred Compensation plan, into a meaningful, cost-sensitive benefit for all participantsWHO I WORK WITH. CEOs, Small Business Owners, and Families, at a crossroads: making a transition, experiencing growing pains, know they need change.WHY IT WORKS. What got you here, doesn’t necessarily get you there. I bring a fresh, out of the box perspective from years of small business experiences. WHAT MAKES ME DIFFERENT. I am insanely curious – a state that often presents solutions in unexpected ways. I prefer simple to complex, actionable to confusing and bold to tentative. I embrace the uncomfortable, the only place to reach improvement.HOW IT WORKS. Set up a short get-acquainted chat. Reach out to me directly here on LinkedIn, email me at ealbrecht@financialpointe.com, or call me direct at 818-261-5555.
Listed skills include Financial Planning, Investments, Finance, Strategic Planning, and 2 others.
