With over a decade of experience in financial services, Eric Elam is dedicated to delivering personalized, comprehensive financial planning that empowers clients to navigate any market condition with confidence.At age 21, Eric faced profound personal challenges following the sudden passing of his parents in an accident. Discovering they were “millionaires next door” without an estate plan, Eric managed a blended-family inheritance amid the 2008 market crash.
Frustrated by advisors who prioritized product sales over tailored strategies—resulting in significant losses and generic retirement projections—Eric pursued further education while investing in businesses and real estate.This hands-on experience led to a role at a financial firm, where Eric managed and trained new advisors.
Today, he serves business owners and individuals alike through a proprietary planning process that creates dynamic, customized financial plans. These plans integrate real estate, market investments, guaranteed products, and strategic cash positioning as needed, with advanced strategies in tax-free retirement planning, business succession, and exit planning.
Eric’s mission is to educate and prepare clients for every scenario, ensuring peace of mind and a secure financial future.