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40% of U.S. workers have saved
less than $25,000 for retirement.*

*2019 Retirement
Confidence Survey, EBRI

Only 42% of Americans know how
much money to save for retirement.*

*2019 Retirement Confidence Survey, EBRI

43% of retirees left
the workforce earlier
than planned.*

*2019 Retirement
Confidence Survey, EBRI

Corporate Account Services

Eric and George assist individuals, families and businesses manage their financial wealth by making informed, objective decisions. They are both accredited investment fuduciaries (AIF) and certified fund specialists (CFS). Eric and George offer the following corporate account services:


  • Corporate Investment Accounts
  • Retirement Plans/Pensions
    • 401(k)s
    • Simple IRAs
    • SEPs
    • Profit Sharing Plans
    • Defined Benefit Plans