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Eric Kies (CFP®, MBA)

Eric Kies focuses in the
following client markets or areas of practice:

  • Business Owners
  • Corporate Executives
  • Estate & Generational Planning Issues
  • High Net Worth Client Needs
  • Investment Advice with Ongoing Management
  • Medical Professionals

Planning Specialties

Our Approach to Financial Planning  

Our proprietary process examines both the technical and emotional aspects of the client’s finances. It is designed to integrate their values and bring meaning to their financial lives. Each client’s plan is driven by their unique needs, goals and concerns. It is an ongoing process, designed to be modified and changed as life occurs. Beginning with an initial plan, the process evolves into a practice of continual adjustment as we work together towards their objectives. This requires collaboration with other professionals for the successful implementation of our clients' financial plans, with each specialty providing expertise in relevant areas to guide the client.

Additional Information

Our Value Proposition

We believe the financial planning process is the most effective catalyst for change in a person's financial life. Over the years, we have found that our clients seek out The Planning Center for the following:

 

  •  A safe environment to talk about money
  • A filter against the noise and chaos of the financial markets
  • Objectivity and perspective
  • A guide in helping create choices and making decisions

NAPFA Start Date

September 19, 2006

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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
Visit Website Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

This Office

1615 5th Ave Moline, IL 61265-7905 Phone: (309) 797-4030 Fax: (309) 797-4026
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