“Am I saving enough to last through my retirement?”
“What can I do to protect the lifestyle I’ve worked so hard to build?”
“Can I afford to retire early?”
“Why are my finances so overwhelming?”
Sound familiar? Thankfully, you don't have to face these questions alone.
Hi, I'm Eric, a CERTIFIED FINANCIAL PLANNER™ at AZTEC Financial Group.
Our goal? To help take the guesswork out of financial planning.
Why? Because supporting you in reaching your goals is our #1 priority.
How We Help
Strategic Financial Planning
Professional guidance on anything from retirement plans to saving for college.
Investment Options
Mutual funds, stocks, annuities, REITs, managed portfolios — investing, your way.
Helpful Content
Finding the Balance
The sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance.
Behavioral Finance
An amusing and whimsical look at behavioral finance best practices for investors.
Asset Allocation
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
Disability and Your Finances
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
A Home Insurance Claim: To File Or Not To File
Learn when it may not make sense to file a claim on your home insurance.
Universal Life Insurance
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
Introducing the 530A Accounts
An article explaining 530A Accounts.
Insurance Needs Assessment: For Empty Nesters and Retirees
Do your insurance needs stay the same when the nest empties?
Navigating Retirement Pitfalls
Why are they made again and again? Making sense of these errors in judgment.
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How Compound Interest Works
Explore how compound interest can grow your money over time with this interactive tool.
How Long Will My Savings Last If I Become Disabled?
See how long your current savings might last if a disability interrupted your income.
My Retirement Savings
See how your current savings rate and contributions may grow into retirement income.
How Long Will Your Money Last?
See how long a lump sum of savings could last based on your withdrawal rate and return.
What Is My Net Worth?
Get a snapshot of your overall financial picture by calculating your total net worth.
Estimate Your RMD
Calculate your required minimum distribution amount based on your account balance and age.
View all calculators
Tuning Your Social Security Benefit
When should you take your Social Security benefit?
Extended Care: A Patchwork of Possibilities
What is your plan for health care during retirement?
Global and International Funds
Investors seeking world investments can choose between global and international funds. What's the difference?
The Cost of Procrastination
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Risk Tolerance: What’s Your Style?
Learn about what risk tolerance really means in this helpful and insightful video.
The Power of Tax-Deferred Growth
Why are 401(k) plans, annuities, and IRAs so popular?