Maria Erickson (CFP®, MBA)

Maria Erickson focuses in the
following client markets or areas of practice:

Entrepreneurs

Hourly

Retirement Plan Investment Advice

Retirement Planning & Distribution Rules

Women's Financial Planning Issues

Planning Specialties

How We Can Help

· Financial Plans and Periodic Financial Check-Ups or Second Opinions\

- Retirement income plans

· Planning for Business and Personal Transitions:
       -Buying, selling or starting a business
       -Receiving an inheritance
       -Change in domestic partnership/marital status
       -Changing jobs/layoffs
    -Caring for an elderly parent

·

Additional Information

Freedom Financial & Business Planning, LLC was founded by Maria Erickson, MBA, CFP®, who after 15 years helping business owners with business management and planning issues and consulting in the financial services industry, recognized the need in the community for independent, objective advice on financial issues delivered with a high level of personal service and attention.

Prior to founding Freedom Financial & Business Planning, LLC, Maria worked as a consultant to leading financial institutions helping to uncover the needs of business owners and the affluent consumers to develop innovative, high quality financial products and services. She also spent a decade providing business, financial and marketing advice to small business owners striving to start-up or expand their companies.

She completed her BA at Southern Illinois University in 1985 and her MBA in 1991 at Central Florida University.

Maria is also a member of both the Financial Planning Association and the Garrett Planning Network, an international affiliation of fee-only financial planners dedicated to serving people from all walks of life on an hourly, as-needed basis.

How We Work

Should you be interested in working with us after our complimentary initial discussion, we will give you an estimate, up-front, of the expected fee and will not go over that level without your permission.
You can choose how much we do for you. You can implement the plan yourself or we can implement it for you.
We can work together in person, by phone or via email.
Annual check-ups are recommended, but not required.
We do not accept commissions or third-party compensation for our recommendations, so all advice provided is rendered conflict-free.