As a federal employee, you may have experienced firsthand the difficulty in finding a financial advisor that understands the complexities of your CSRS or FERS benefits. Our team will work with you, enabling you to make the best decisions for your situation, potentially saving you money and headaches over the course of your retirement.
We strive to provide high quality, knowledgeable and personalized advice in areas of financial planning, risk/reward assessment and comprehensive investment management.
Estate Planners of New England is a Registered Investment Advisor (RIA), we have a fiduciary duty to our clients, assisting them to make the best decisions for themselves and their families. We take great pride in providing truly independent unbiased advice and solutions for our client's needs and goals.
Eric brings the same dedication and focus to his clients’ financial planning as he did earning spots on four Olympic teams and earning two medals for the United States in speedskating.
For federal retirement workshops and dates in the New Hampshire and Southern Maine area, visit: https://FedImpact.com/EPNE
Offering Advice Since
Areas of Specialty
Comprehensive financial planning
Investment planning and asset management
Licenses, Certifications, Education, and Affiliations
Designations: CRPC, APMA
Insurance Licenses: yes
Security Licenses: yes
Education: B.S. Business Management
Investment Advisor Registration: CRD #13 3353
Charges to Clients for Services
Fee for financial planning (initial, hourly, and/or retainer)
Fee based on percentage of assets managed
Commissions on insurance products purchased
My Association with the Office or Firm
My Broker / Dealer Affiliation
Aurora Private Wealth
Estate Planners of New England is a Registered Investment Advisor. Certain representatives of Estate Planners of New England are also Registered Representatives offering securities through APW Capital, Inc., Member FINRA/SIPC. 100 Enterprise Drive, Suite 504, Rockaway, NJ 07866 (800)637-3211