Erika Marin

In the past 20 years, I have committed my career to educate my clients and bridge their working lives to a retirement life with anticipation of what was next for them, rather than apprehension.  The process of getting to know their objectives, concerns and discuss the risks ahead has brought me most joy.  I work with them on a level to discover what kind of purpose driven life they want to live. My experience working with clients in the healthcare space, higher education and law enforcement gives me the edge of being familiar with the different pensions and where that secure income plays an important part at retirement planning. It is crucial to calculate to know what we need to work on, utilizing goals-based planning software. The most important part of retirement planning will be budgeting for their lifestyle and unforeseen events as well as planning for their children's' education, since that too can delay retirement. Finally, my objective is to provide a process that works toward a more predictable future, that will ease client’s apprehensions about living a life of freedom. Our desire for a better life establishes the need to plan and that's what I help people do, with an ethical and holistic approach.