Holistic Financial Planner
Financial planning for you and your business.
Erin’s custom financial services help business owners achieve the life they desire.
Erin Cary, Holistic Financial Advisor, provides comprehensive insight to business owners in support of their future vision based on their deeply held values and goals.
Through a dynamic mix of education and sophisticated strategy, Erin provides a financial road map helping her clients achieve their goals. Through this process, her clients gain clarity and confidence about their financial decisions now and for decades in the future. Services may include tax – efficient investment strategies, legacy planning, business financial solutions, risk mitigation and more.
Erin provides individualized and custom solutions to fit her clients’ lifestyle. She works alongside a team of experienced investment professionals, senior advisors, and industry specialists. Their intention is to take work off of your plate and create a strong financial foundation so you can continue to do what you love.
You can live a life of financial prosperity through proactive, educated and intentional money decisions.
Erin’s team offers a complimentary introductory meeting at no cost, no obligation to you. Please fill out the contact form below to have her review your family’s unique situation and discuss the value her team could potentially bring. From there, you may decide if this long-term fiduciary advising relationship is right for you.
- positive impact
Raised in Phoenix, Arizona, Erin now lives in San Diego with her significant other and their adorable goldendoodle. Erin graduated from the University of Arizona with an Industrial Engineering degree (Bear Down!). As an engineer, Erin never felt like she belong and has found her passion in personal financial advising. She enjoys spending time on the beach, cooking, yoga, reading, traveling, art projects and simply enjoying life with loved ones moment by moment.
Personal financial planning
- Investment portfolio management
- Financial analysis review
- Tax minimization techniques
- Legacy planning
- Education funding
- Wealth distribution & retirement investment strategies
- Individual insurance strategies: life, disability, long term care
Business financial planning
- Qualified employer plans: 401(k)s, SEP IRA, SIMPLE IRA
- Group insurance: Life, health, disability, and business overhead
- Business continuation/exit strategies
- Employee Financial Education Workshops
Separate from the financial plan and our role as financial planner, we may recommend the purchase of specific investment or insurance products or accounts. These product recommendations are not part of the financial plan and you are under no obligation to follow them.
Financial Professionals do not provide specific tax/legal advice and this information should not be considered as such. You should always consult your tax/legal advisor regarding your own specific tax/legal situation.
Erin is a registered representative and investment advisor representative of Securian Financial Services, Inc. CA Insurance #4021491