Retirement Planning
Whether you're a few years from retirement or already retired, we can help navigate your path to a comfortable and well-positioned retirement.
We create tax-smart retirement plans that are tailored to your specific needs and goals. We utilize tax-efficient strategies to help you save, invest, and distribute your retirement assets for your golden years.
We’ll guide you every step of the journey, even if your plans change. Let us help you make the most of your hard-earned savings so that you can retire with confidence.
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Investment Management
We don't try to time the market or predict short-term economic events. Instead, we structure our investment services to align with your specific goals, your timeframe, and your risk tolerance.
To help you pursue your financial goals, we create customized, well-diversified, and tax-efficient investment portfolios. We strive to reduce unnecessary costs and taxes while allowing you to capture your fair share of the market's returns.
As a Certified Financial Planner™, Erik Mickelson is a fiduciary and must always put clients' interests first.
Tax Preparation & Planning
As part of our integrated approach to wealth management, we are committed to preparing accurate and timely tax returns.
We stay up to date with the latest tax laws and regulations, and will carefully analyze your situation to ensure that every eligible deduction and credit is claimed on your tax return.
We offer tax preparation services for individuals and families, partnerships, corporations, and trusts. As an Enrolled Agent (EA), Erik Mickelson is a licensed tax practitioner who is authorized to represent taxpayers before the IRS.
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Our Mission
Our mission is to keep clients on the right path financially so that they can confidently pursue their ideal retirement. We are dedicated to helping clients navigate the complex and challenging financial aspects of retirement.
We provide comprehensive retirement planning solutions and investment management, with an ongoing focus on minimizing taxes.
As a Certified Financial Planner™, Erik Mickelson is a fiduciary and must always put clients' interests first. We take this responsibility seriously. Read about the CFP® Code of Ethics here.
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"What you leave behind is not what is engraved in stone monuments,
but what is woven into the lives of others."
- Pericles