Welcome to our Web site!  I built this website to give you an idea of the services I provide, and to provide you a resource for thoughts and ideas on Investing, and Personal Financial Planning topics. 

First, who am I and what do I do?

Just call me Eric.  I'm a Certified Financial PlannerTM (since 1996) and a representative of Woodbury Financial Services, Inc. (since 1993).  I've been in financial services since 1989, and my business is to provide Investment Management and Financial Planning services.  If you're having some doubts or want help in one of these areas, we should talk.

Now, allow me to show you around..

Just above where you're now reading, you can view a short video on many timely financial topics.  If you want more depth on an area of interest, you can read one of our a magazine style flip books.  These flip book formats allow us to provide more information and go a little deeper into each of the subjects in a more entertaining way.  There are also short videos that you can watch on a number of topics.

Under the "Resources" tab at the top of the page, there are many articles on subjects within Financial Planning, such as Cash Management, Investing, Retirement Planning, Taxes, Insurance, and Estates.  There is also an archive of monthly newsletters, with timely topics during the months they were written.  Looking back through these newsletters can remind you of the important financial news during the past year.

Also within the "Resources" tab are over 25 different calculators to help you quantify your goals, from loan payoffs and refinancing, to retirement and savings, and cash management and taxes.  And speaking of taxes, you can find most of the tax forms and publications you'll need, as well as answers to some tax questions and strategies, in our Tax Library, under the "Resources" tab.

So feel free to browse.  And if you'd like to go beyond browsing, and maybe get some personalized help for your specific questions, just give me a call.  I offer a relaxed first meeting without cost or obligation; just casual conversation on what you're contemplating.  Afterwards, I can tell you if I think I can help and how, and you can decide if you're comfortable with me.

So there's no need to worry about Investing and Financial Planning.  Just give me a call, I'm easy to talk with. 

Thank you for visiting.

 

Securities and Investment Advisory services offered through Woodbury Financial Services, Inc., Member FINRA, SIPC, and Registered Investment Adviser, 400 Loop Street, Pittsbugh, PA 15215  (412) 782-5003