Kristopher Erickson Email & Phone Number

Securities offered through Avantax Investment Services℠, Member FINRA, SIPC. Investment advisory services offered through Avantax Advisory Services℠. Insurance services offered through Avantax Insurance Agency℠Please visit www.avantaxwealthmanagement.com/social_policy for more information.

Listed skills include Retirement Planning, Mutual Funds, Fixed Annuities, Securities, and 17 others.

• Financial Planner

  Avantax Investment Services℠

  Jan 2000 - Present

  As a trusted financial advisor, helping you identify your financial objectives is my priority. My approach is goal-focused and planning-driven. My approach is based on my belief that all successful investing involves constantly acting toward the realization of your goals. I believe that every individual or family will experience 8 critical Wealth Management Issues at some point in their lives. Together we will create a financial plan that focuses on the planning and review of these 8 issues which are investment management, cash flow and debt management, family risk management, retirement planning, educational planning, legacy planning, business planning and special situations planning such as a wedding.Every day I strive to be the best financial & tax planning organization in my community. I value the privilege to play an important role in these amazing, life-changing events in my clients lives. I will strive to meet and exceed the expectations of my clients during every encounter, all of the decision making will be rooted in the knowledge and belief that what is in my clients best interest is the highest priority.Areas of Specialty: Tax Planning, Investment Management, Cash Flow and Debt Management, Family Risk Management, Retirement Planning, Education Planning, Legacy Planning, Business Planning and Special Situations Planning.