Manage Your
Investments
PEACE OF MIND
Welcome to ePERSONAL FINANCIAL, the premier fiduciary advisory firm for busy professionals seeking financial guidance. We understand that your time is valuable, and our focus is on helping you solve complex financial problems and make better financial decisions. Our team of seasoned professionals is dedicated to providing customized strategies and solutions that protect your investments, minimize taxes, and give you peace of mind.
Eric Flaten is the Founder and Wealth Coach of ePERSONAL FINANCIAL and a native of Washington State. Eric has 35 years experience in the Financial Services Industry, assisting busy professionals with achieving their financial goals, Eric is primarily focused helping families, achieve Peace of Mind with the managing of their investments, retirement planning, college planning and estate planning.. As an Independent Financial Fiduciary, Eric has always provided advice and solutions that put the client first.
Expert Management Services for Your Investments
With over 25 years of experience in investment management, ePERSONAL FINANCIAL is dedicated to helping clients achieve peace of mind. We believe in a personalized approach to investment management, taking the time to understand your unique financial situation and investment objectives. As your trusted financial advisor, we will work closely with you to develop a customized strategy that meets your needs.
Empowering You to Achieve Financial Peace of Mind
We specialize in retirement planning and provide a range of solutions to help you prepare for a financially secure future. As a fiduciary, our clients' best interests come before anything else. We pride ourselves on being trustworthy and ethical in all of our dealings. Our highly specialized team breakdowns complex terms into easily understandable language, empowering our clients to make informed decisions. We highly personalize all our retirement planning services to ensure that our clients get the most customized service possible. Our high level of service ensures that our clients receive the care and attention they deserve.
Personalized Guidance for Your College Admissions Journey
We offer a wide range of services to help you navigate the college admissions process with ease. From student career planning to entrance exam prep, application assistance to essay guidance, and college selection to finding free money, we have everything you need to succeed. With our guidance, you can pay for college without sacrificing your retirement savings. Our team is comprised of experienced professionals who have helped countless motivated students achieve their academic goals.
Address
355 Pugsley Pl NW
East Wenatchee, WA 98802