Eric has been a Financial Advisor assisting individuals, families, and business owners for over 20 years and is a valuable guide in wealth management at Lifepoint Financial Solutions. He uses integrated asset allocation with a focus on investing with a lower overall cost than his peers in the industry. Eric specializes in retirement planning, life and long-term care insurance, and fee-based investing using ETF’s, stocks, and mutual funds.Eric began his career in financial services after completing his bachelor’s degree in financial planning at Ball State University. His qualifications and licenses include:• Certified Fund Specialist (CFS®) - Institute of Business and Finance, La Jolla, CA. • Registered Representative of Cambridge Investment Research, Inc. • State of Ohio life and health insurance license• FINRA Series 66 and Series 7 (General Securities representative) Eric resides in Loveland, OH with his wife and son. He enjoys spending time with family and friends, is a sports addict, and is a die-hard fan of the Chicago Cubs. Eric's office is located right down the road from Kings Island.Securities offered through Cambridge Investment Research, Inc. , a broker-dealer member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Cambridge and Lifepoint Financial Solutions are not affiliated.Content provided via links to third party sites should not be considered an endorsement of content, which we cannot verify completeness or accuracy of.