With 24 years of experience as a senior level financial advisor before he retired, Eric Gaddy offers a stress free, no conflict of interest conversation regarding your financial situation. With no incentive to sell you a product, Eric will cut through the BS and give you the straightforward advice you deserve.

Eric is offering his advice because it has been requested by many over the past year as well as he loves to help people thrive financially.

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 career in the financial world, most recently retiring from 24 years as a 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 SEC registered RIA