Strategies for Retirement, Practice, and Business Transitions

Erik is gracious and personable. He always asks about our family and topics that are important to us, so I know he listens. Erik is a skilled financial planner who has guided us through different stages of life with solid strategies. He even joined us in a conference call with our pension advisor to make sure we had a clear understanding of our retirement options.
Erik is a knowledgeable professional who keeps up with the latest financial technologies and tools. His commitment to growth and improvement in his trade impresses me.

Cliff Hawkins is an incredible spirit and the best wealth advisor anyone could hope for. His positive attitude rubs off on you instantly. His knowledge and professionalism and desire to see you succeed make him exactly who you want in your corner to achieve your financial goals.

Life has recently thrown us a curveball. Cliff listened, asked questions, walked us through several options, and explained the current and future results to help guide us to a decision.

Met with Matt yesterday. Matt works hard for his clients. That is why he has been my advisor for over twenty years. Our focus yesterday was on my taxes.

I recently had the pleasure of working with Matt, and I would recommend him to my family and friends. Matt takes the time to understand my financial goals and personal situation, crafting a tailored plan that truly addresses my needs. He is incredibly knowledgeable and up-to-date on market trends, which gives me confidence in his advice. Matt patiently answers all my questions, ensuring I feel comfortable with every decision we make. His communication is top-notch; I always feel informed and supported throughout the process.

Erik is the best in the business. We’ve worked with him for years and have never been disappointed.

Hi Cliff: I just wanted you to know how much I appreciate your time in understanding my concerns for the in and outs of buying and selling. It is overwhelming to me, but you seem to understand that by letting me know how you take the time to bring everything together that will work the best for me. Again, thanks for the time.

Erik is very engaging and listens well to all our concerns. He explains options in terms we can understand which has build our trust and confidence in him. I would not hesitate to refer him to others.

Bill is so much more than a financial advisor. He listens intently and is always ready to tailor his suggestions to your needs. He is also just a great friend and always fun to be with.

Life has recently thrown us a curveball. Cliff listened, asked questions, walked us through several options, and explained the current and future results to help guide us to a decision.