Eric Sonntag Email & Phone Number

Since I was young I have been saving for financial goals such as attending college, buying my first car and saving for a home down payment. My grandfathers both instilled the importance of saving and investing for the future. And those lessons resonate with me today. I became a financial advisor because I saw too many people struggling to retire, because they were never taught the importance of saving and investing throughout their life. Seeing people struggle with financial hardships made me realize I wanted to make a career out of educating and helping others with their financial goals. I not only wanted to help others plan for their financial futures but also help them achieve financial security and peace of mind. I help my clients work toward achieving this by taking them through an established process that helps me understand their goals and what is most important to them. By understanding each individual's situation and goals, I am able to create a personalized strategy to help them work toward these goals. Areas of Focus: Families How to save for college, plan for retirement and plan for the unexpected. Retirees How to make your money last through retirement and estate strategies. Career Changers What to do with old employer plans and how to continue planning for retirement. Small Businesses How to start a business retirement plan and taxes. I attended University of New Mexico and received my Bachelor's of Business Administration in Finance as well as International Business Management with a European focus. At Edward Jones, we are focused on you and your goals. I would like to help provide answers to your questions so you can make informed, financially sound decisions. Please contact me to discuss your situation and options.

Listed skills include Solution Selling, Writing, Internet Backbone, Channel, and 144 others.

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  Retirement Specialist

  Nationwide Insurance

  Indianapolis, In, Us