fbpx

With 27 years of experience including as a senior level financial advisor, Eric Gaddy offers a stress free conversation regarding your financial situation. Eric will cut through the BS and give you the straightforward advice you deserve.

Here are some of the areas Eric can discuss with you. If you seek another topic, please ask about it.

Hourly rate – $199 /hr

 

5 hour block  – $666
(save 33%)

Basic Financial Plan $499

Using MoneyGuidePro, the same software that other advisors are charging $1500 to $2000 to use, Eric will look at your current situation and find out what you need to do to reach your goals. When is retirement possible? What needs to be done to prepare?

Eric Gaddy - Retired - Financial Advisor & Author - Retire Early 365
Confidentiality is important and it should be important to you as well. Before engaging in any advice, we’ll both sign a confidentiality agreement so you know you’re information will be protected. Your information will never be shared unless you give me permission to discuss it with your CPA or estate planning attorney.

Eric Gaddy

Financial Advisor & Author

Eric has a widely spanning 27 year career in the financial world, including as a senior level financial advisor.

After reflection he realized that the path to planning a secure financial retirement was too convoluted and too hard to navigate, so he set out to create the simplest retirement planning system possible. The DIAL System was born. Standing for Debt Income Assets & Lifestyle, it’s a literal parameters of planning questions that allow you to “DIAL” your way into clarity about how to get free in life.

Eric Gaddy offers hourly advice for a fee
Investment Advisory Services offered through Shankland Financial Advisors, LLC, Registered Investment Advisor