Creating Financial Clarity
Eric Landry, AIF® | Financial Advisor
Whether it be a simple review of your life insurance coverage, an investment portfolio analysis, developing tax-sheltering strategies, or comprehensive financial planning – Eric is committed to serving your best interest through a customized approach specific to your financial needs.
Eric is equipped to cover all areas of financial management, including:
• Social Security Planning
• Retirement Planning
• Qualified Plans for Small Businesses
• Life and Disability Insurance
• Investment Services
• Estate Planning Strategies
• Long-Term Care Planning
• College Planning
Financial planning looks different for everyone, there is no "one size fits all".
Address
1300 Bedford Drive, Suite 101
Melbourne, FL, 32940
Phone
(321) 684-9652