Ericson Financial Solutions

A boutique independent financial advisory firm that provides wealth planning services, investment management services and insurance services. The firm specializes in the use of charitable trust planning, which can allow clients to sell highly appreciated assets without paying capital gains tax & creating a lifetime income stream for the family. Top quality investment management portfolios are provided for liquid assets. Bob Ericson, the founder, is a Certified Financial Planner CFP, who has 30 years experience helping clients.