ePERSONAL FINANCIAL

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Introduction: Eric Flaten, founded a botique wealth management business solely focused on helping a small group of families (>$3 million net worth or >$500k/annual income) seeking to use their wealth to maximize what matters most in their life. Advise on all items financial: budget, portfolio management, cash flow planning, life insurance, estate planning, legacy planning, major asset purchases, risk reduction life insurance, guaranteed income, tax & risk adversion. 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 are offered through Sowell Management Services, a registered investment advisor.

Overview

Background checked

1 employee

9 years in business

Payment methods

This pro accepts payments via Apple Pay and Zelle.

Social media

Twitter

Featured Projects

7 photos

Reviews

Customers rated this pro highly for professionalism, work quality, and responsiveness.

Exceptional 5.0

9 reviews

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Pam B.

Sep 22, 2020

Integrity and intelligence, that’s Eric!

ePERSONAL FINANCIAL's reply

Thank you Pam!

Eileen C.

Sep 23, 2020

If life were simple you wouldn't need Eric. But life isn't simple and Eric has been much more than a financial planner for us. He has helped us navigate major life events involving loss of health due to chronic illness as well as complicated financial and trust issues in an uncertain world. In every instance Eric exceeded our expectations with his integrity, expertise and caring. You will be in good hands with Eric!

ePERSONAL FINANCIAL's reply

Thank you for your kind words Eileen!

Brooke B.

Sep 24, 2020

Eric Flaten is an outstanding financial advisor who combines financial acumen with his clients’ current and future needs. He bases his recommendations on research, market trends, and risk assessment for long term financial stability. I value his integrity, intelligence, and willingness to put his clients’ needs over his own. I have worked with Eric for over twenty years and highly recommend him as a financial advisor.

ePERSONAL FINANCIAL's reply

Thank you Brooke! It’s been an absolute pleasure to provide you financial guidance over the past two decades.

Lynn K.

Oct 13, 2020

EPersonal Financial has been handling my investments for several years with positive results. I've been very satisfied with their work ethic, and how Mr. Flaten has really listened to my investment objectives and risk considerations. He is doing a good job with my portfolio and I believe he has a great understanding of the economy and market behavior. He gives me all the time and attention I require, answers my questions, and always gets back to me promptly. I have no hesitation about recommending his services.

ePERSONAL FINANCIAL's reply

Thank you Lynn for your thoughtful words!

Heidi M.

Oct 14, 2020

Eric is always available and ready to give us sound financial advice and support as well as putting together aportfolio that works for us today and will prepare us for the future with backup plans available so we never have had to worry about our financial situation.

ePERSONAL FINANCIAL's reply

Heidi thank you so much, it’s been a pleasure helping you over the past two decades.

Credentials

Background Check

Eric Flaten

FAQs

What should the customer know about your pricing (e.g., discounts, fees)?
Fee only Asset Management (the greater the AUM the lower the percentage charged). Actual percentage is mutually agreed upon by both parties versus a set schedule. All life insurance commissions are paid directly by the insurance carrier.
What is your typical process for working with a new customer?
1. Free 15 minute introductory call 2. If both parties agree to the next step -New client is sent links to electronically gather information 3. Follow up call to verify information and clearly define goals and objectives 4. Final call and presentation, prospective clients then decide to move forward or move on 5. Prospective clients complete new account papers, custodian transfer, investment advisor agreement -Mutually agreed upon financial plan is then implemented.
What education and/or training do you have that relates to your work?
Over 25+ years industry experience (including guiding clients during the tech bubble, 9/11, financial crisis, COVID-19) Accredited Investment Fiduciary - AIF Completed College of FInancial Planning - Certified Financial Planning course work Minimum of 40 - 60 hours of annual professional continuing education