Erik Barnes (CFP®)

Erik Barnes focuses in the
following client markets or areas of practice:

Baby Boomers

Fixed Fee (Subscription, Retainer, etc.)

Investment Advice with Ongoing Management

Investment Advice without Ongoing Management

Retirement Planning & Distribution Rules

Tax Planning

Planning Specialties

My unique flat-fee business model allows me to work with the ultra-wealthy and the middle-class alike, and puts me on the same side of the table as my clients. My clients generally fit the mold of long-time savers approaching or in retirement who are seeking guidance on how to turn their nest-egg into income that will last the rest of their life. They understand that there are some pivotal decisions to make that could be the difference between an ideal retirement and just surviving. They want to work with someone who will look out for their best interests. If this sounds like you, I invite you to visit my website or schedule an introduction today! Professional Associations: Fee-Only Financial Planner Network CFP® Professional Financial Planning Association (FPA) XY Planning Network

Additional Information

I’m a proud graduate of North Central College with a BA Economics and the Executive Financial Planner program at Bryant University. In addition, I hold the CERTIFIED FINANCIAL PLANNER™ designation – exemplifying my commitment to the highest standards of integrity and professionalism in the industry. While I’m not busy in the office crafting financial plans, you can find me fishing with my wife and 3 kids in Hayward, Wi, relaxing at the beach in Indian Rocks Beach, FL, attempting to try every steak burrito ever made or reading the next book on my list.