Partnering
for

Financial 
Success

A financial advisory business solely focused on helping busy professionals (>$1 million in investments or >$300k/annual income) seeking to use their wealth, as a means to accomplish what matters most throughout the stages of your life.

 

Does your current advisor help you with the following?

 

  1. Engage and empower your financial literacy?

  2. Replace money anxiety with anticipation on enjoying the fruits of your labor?

  3. Pay less taxes and pay yourself more in retirement?

  4. Protect your investments from stock market crashes?

  5. Provide immediate access when you have a question? (i.e. including evenings or weekends)?

  6. 5. Collaborate with your other trusted advisors (i.e. attorney, CPA, Trust Officer)

 

If you have access to this client experience with your existing advisor, congratulations you don’t need my services! 

If not, schedule a 30-minute no-obligation, no-hassle call and share your thoughts on what matters most to you.

 
 

Personal Risk Number

By identifying your unique Risk Number, we eliminate the industry standard of labeling your risk by conservative, moderate, or aggressive. By establishing your personal Risk Number, we can personalize any investment portfolio that you own.

Work-Optional Number 

Instead of answering an endless number of questions about retirement account balances, budgets, cash flow analysis, rates of return. Why not make it easy, quick, and into a single number that is easy to measure, monitor, and easy for you to understand.

Savings Target

Saving for college, a new home, or creating a legacy; you can quickly determine if you have achieved your goals or how you are progressing towards achieving your goal.

 

Address

5118 81st Ave Ct NW,

Gig Harbor, WA 98335

Email

eric@epersonalfinancial.com

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Phone

Toll-Free: (855) 655-9800

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© 2021 by ePERSONAL FINANCIAL, LLC

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by ePersonal Financial to provide information on a topic that may be of interest. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

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Eric Flaten is an advisor representative of Sowell Management Services, which does business as ePERSONAL FINANCIAL, LLC. Eric is also the founder of ePERSONAL FINANCIAL, LLC, a separate legal entity. Advisory Services offered through Sowell Management Services, a registered investment advisor. Please be advised that all email sent to or from Sowell Management email systems are subject to archiving, monitoring and/or review as required by the Securities and Exchange Commission (SEC). Please be reminded that this is an unsecured email service and should not be used for sending confidential or sensitive information such as social security number, account number or any other personal or financial information in the content of the email.