Eric Powers (CFP®, EA)
Eric Powers focuses in the
following client markets or areas of practice:
- Baby Boomers
- Estate & Generational Planning Issues
- Fixed Fee (Subscription, Retainer, etc.)
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Medical Professionals
- Baby Boomers
- Estate & Generational Planning Issues
- Fixed Fee (Subscription, Retainer, etc.)
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Medical Professionals
Planning Specialties
Tax-Efficient Retirement Income Strategies Comprehensive Financial Planning Investment Management Social Security Optimization Estate Planning Roth IRA Conversion Strategies Year-End Tax Planning for RetireesAdditional Information
As a fiduciary-at-all-times planner with over a dozen years of experience, I am dedicated to helping pre-and-recent retirees navigate complex financial landscapes. I co-founded TOP Private Wealth to provide tailored solutions that prioritize my clients’ needs, offering transparent, cost-effective, and personalized advice in retirement income planning, tax strategy, and investment management. My goal is to help clients achieve financial security and peace of mind by focusing on long-term, sustainable strategies that preserve wealth and optimize tax efficiency.NAPFA Start Date
September 13, 2024
Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in
identifying a potential advisor for their review and consideration. The appearance of an
adviser on the list is not endorsement by NAPFA of that advisor's services. There can be
no assurance that you will experience a certain level of results or satisfaction if you
engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not
pay NAPFA a separate fee to appear on the list.