Eric Flaten / Financial Advisor in Gig Harbor, Washington

Eric Flaten, founded a botique wealth management business solely focused on helping a small group of families (>$3 million net worth or >$500k/annual income) seeking to use their wealth to maximize what matters most in their life.

Eric Flaten is an advisor representative of Sowell Management Services, which does business as ePERSONAL FINANCIAL, LLC. Eric is also the founder of ePERSONAL FINANCIAL, LLC, a separate legal entity. Advisory services are offered through Sowell Management Services, a registered investment advisor.

Specialties

401k Rollover Advisory And Investment Management Annuities & Life Insurance Asset Protection Charitable Planning College Planning Comprehensive Financial Planning Debt Management Disability Income & Long Term Care Insurance Estate Planning Family Financial Planning Fee Only Fiduciary Financial Planning Financial Planning Advice And Services Income Tax Planning Independent Investment Advisor Investment Consulting Investment Management Investment Policy Statements Investment Services IRA Legacy Planning Mutual Funds Professional Wealth Management Registered Investment Advisor Retirement Distribution Plan Retirement Income Planning Retirement Planning Rollover Of 401k Or IRA Socially Responsible Investments Wealth Management