Eric Elam Email & Phone Number

I started in this industry over a decade ago to help people by ensuring that they did NOT have the same experience I had with other Financial Advisors. At the age of 21, I was surprised twice, first with my parent's sudden death in an accident and second, the discovery they were the millionaires next door. In their early 60's they thought they had years ahead of them and so they had no estate plan in place. My parents had a blended family and all of their money in the market during early 2008. Not knowing better at the time we shifted all of our inheritance into bank accounts, against advice, and watched what happened to all those around us during the market crash that followed. I then went to advisor after advisor looking for help with my part of the inheritance. All of them had a great product to sell me but all had the same results as everyone else. They lost lots of money and said that was typical. All said they would put a plan in place for me but that really meant they would sell me their product and tell me how much more of their product I would need to buy to retire at age 65. Frustrated I finished school and dove into buying businesses and real estate. While in the purchase process I started working with a Financial firm and soon began managing and training new advisors. I now help my clients, both business owners AND individuals by creating a custom and PERSONALIZED comprehensive financial plan that constantly updates and allows my clients to see how changes will affect their plan. Using a proprietary planning process I prepare and protect my clients for any market condition using real estate, market investments, guaranteed products and even shifting the money to cash if conditions require. I provide advanced planning that includes Tax free retirement planning, Business and exit planning. I feel it is my responsibility to prepare and educate my clients for all situations so they don’t have to worry about their financial future.Lets talk about yours!