Ferocious Finance LLC
Ferocious Finance LLC

Ferocious Finance LLC

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Service type
Sorry this pro can’t do your job, but we know other pros who can.
Introduction: My primary focus is to provide comprehensive financial planning for families of individuals with special needs and LGBTQ families. I can help you develop a plan that: -Identifies your financial objectives and recommends solutions to help work toward them. -Helps you stay focused on pursuing both your short and long-term financial goals. -Reflects your life's changes as they occur. As the parent of not one, but two special-needs children, I believe I am uniquely positioned to provide assistance in navigating the confusing world of special needs planning. Whether you need help with plans to give educators the necessary guidance on how to properly work with your special kid or you need to provide a life-time of funding for a child that may never be able to live independently. I enjoy helping people improve their financial situation and achieve their long-term goals.
Overview

Hired 2 times

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Reviews
5.0

3 reviews

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Ann B.
May 18, 2017
He is charming, courteous, thorough and detail-oriented. He clearly has my best interest at heart.
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David M.
May 21, 2017
Eric has an outstanding ability to see his clients needs on a truly unique and individual level. It's not only his raw ability though; the time, patience, and care he gives to truly grasping what is important to each and every client goes above and beyond what I would ever expect from a CFP. I knew Eric before he was with W&R, so I already knew he was brilliant with numbers and analytics. However, his capacity to see beyond just numbers and apply those skills on a human level blew me away. If you are looking for a CFP who will go above and beyond what you ever expected from a financial planner, call Eric. You will not be disappointed.
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Shannon V.
Feb 22, 2018
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Hired on Thumbtack

Hired on Thumbtack

I definitely appreciated Eric's relatability. He's very down to earth and not stuffy, and you can tell by the way he speaks about his family, that family is THE most important thing to him. Eric is not pushy, but you can tell he knows his stuff :)
Personal Financial Planning

FAQs

  • What should the customer know about your pricing (e.g., discounts, fees)?

    I am a fee-only, fiduciary financial planner. As such, all my fees are disclosed in advance. I do not accept any commissions, kick-backs or other payments from 3rd parties for recommending their products or services.