My Firm | Eric Schenker CPA - Experienced Financial Professionals

At my firm, I believe my approach adds a broader perspective to all I do and provides increased benefits to our clients.

At our firm, we have the client—and only the client—in mind.

I can help you address:

Investing principles and strategies
Retirement investing and distribution strategies
Estate conservation issues
Risk management analysis

I also can answer your questions, including:

Can I retire early?
Are my investments working hard enough?
What’s a good approach for college savings?
What are the elements of a sound estate strategy?
Do I have enough life insurance for my family?

I have helped many people just like you with similar issues and concerns. I can help you create an approach that is designed to address your individual situation.

Speak with an Expert

Let’s begin the conversation. Submit this form to schedule an initial conversation.

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What topics are you interested in? * (This field is required)

Tax planning

Financial planning

Portfolio review/construction

Cash flow planning

College education planning

Estate planning

Tax preparation

What are your top two concerns that cause you to reach out for assistance? (This field is required)

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