Retire Without Worry—Plan Your Financial Future With Confidence
Discover how to secure your retirement, minimize taxes, and keep more of what’s yours.
We know retirement planning can feel overwhelming. At Equilibrium Financial Planning, we specialize in helping retirees and soon-to-be retirees navigate their financial journey with clarity and confidence.
We Help You…
🏡Ensure your money lasts throughout retirement
💰Minimize taxes so you keep more of your hard-earned money
📈Make smart investment choices aligned with your goals
❤️With financial guidance if you are newly widowed
Short, welcoming video introducing ourselves briefly, sharing a relatable client story, and explaining how we help clients sleep better at night knowing their finances are in order.
Three Simple Steps to Financial Peace of Mind
Schedule a Call
Let’s talk about your concerns and goals
Get a Complimentary One-Page Plan
We create a tailored strategy just for you
Work Together and Enjoy Your Retirement
Confidently navigate your financial future with us by your side
Our Clients Say It Best…
**Reviews below are linked to the full review on Google**
“The value of their services far exceeds any other competitors I’ve considered.”
David
Late 30s, Entrepreneur
“Equilibrium Financial Planning (EFP) has taken the stress out of retirement planning for me.”
Joy
60s, single
“I can’t recommend Eric enough.”
Katie
30s, married
“There is a great attention to communication in both directions and a flexibility in designing and developing a path forward that satisfies my goals and needs.”
Debbie
70s, widower
“After ever meeting with these 2, I feel such a weight off about our financial future.”
Angela
40s, Married with kids
Wondering if We’re Right For You?
-
We make the process easy and approachable — no jargon, just clear advice
-
Yes, we provide support tailored to your unique needs while navigating financial decisions. From handling retirement accounts to making sure you’re financially secure, we’re here to guide you with compassion and clarity.
-
Unlike big banks, we are an independent, fiduciary firm. That means we don’t sell products or earn commissions—we work for you, not a corporation. Our only priority is making sure your retirement plan is in your best interest and you will speak with Eric or Rachael every time you call or set a meeting.
-
It means we are legally obligated to act in your best interest at all times. Many big financial firms sell commission-based products that may not be the best fit for you—we don’t.
-
If you’re working with an advisor currently, ask yourself:
Are they helping you minimize taxes in retirement?
Do they regularly review your financial plan with you?
Are they transparent about fees?
Do you feel like just another account number?
If any of these are a concern, let’s have a no-pressure conversation about how we can do things differently.
-
Absolutely! You don’t need millions to benefit from a solid financial plan. Whether you have $500,000 or $5 million, we help you keep more of your money and feel confident about your future.
-
COMPLETELY CUSTOMIZED. We take the time to understand your life, goals, and concerns—then create a plan that fits you. Additionally, we review and update your cash flow monthly and your entire financial plan annually to keep you on track!