At Erb and Erb Financial Services, our mission is to provide our clients with the peace of mind in knowing that they have a detailed plan. This plan will address their goals and dreams for retirement, business, children’s needs, risk coverage, tax situations, and all other elements of their financial plans. We build a confidence in our clients that can only come from knowing our recommendations are made based on the experience our team has from many years as leaders in the financial advice profession.
With in-house expertise in the areas of financial planning, investment advice, insurance analysis, estate planning, family business succession planning, group benefits, any many other financial services disciplines, the team at Erb and Erb Financial Services works side by side with our clients and their other professional advisors, if necessary, in order to provide advice that speaks to their personal and specific needs.
We do not believe in a “cookie-cutter” approach as is often seen in the industry, nor do we believe that an advisor’s compensation should drive their recommendations or behaviors. We believe that you, as our client, should be able to rest knowing that you have received the best advice and the best financial product possible for your individual situation.
Come and speak with us today and see why our mission is our mindset and why Erb and Erb Financial Services is a leader in taking a “values-based” approach to your financial future!