“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
Medicare Advantage Plans (Medicare Part C)
Medicare Part C allows you to choose a Medicare Advantage plan. This article will help you decide if it's right for you.
Do Our Biases Affect Our Financial Choices?
Even the most seasoned investors have biases affecting their financial choices.
Does Your Credit Score Affect Your Insurance Rates?
Your credit score may influence how much you pay for auto and home insurance.
Intellectual Property and Your Estate
Do you have intellectual property? Consider how you might include your IP into your estate strategy in this detailed article.
Why Do Renters Have to Save More?
How much more would retirement cost if you owned your home rather than rented? It could actually be several times less.
Reviewing Your Life Insurance Needs
Learn how the review process works and how it may help you better understand your Life Insurance.
Buying a Home
A look at what you need to think about when buying a home.
How Financial Professionals Are Compensated
Read this overview to learn how financial advisors are compensated.
What If Your Kids Decide Against College?
Rising college costs prompt students to seek alternatives; 529 account funds can be used for other education options.
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College Savings
See how much you may need to save now to cover future college costs for your child.
Estimate Your RMD
Calculate your required minimum distribution amount based on your account balance and age.
Comparing Investments
Compare two different scenarios side by side to see how they stack up over time.
How Long Will My Savings Last If I Become Disabled?
See how long your current savings might last if a disability interrupted your income.
Assess Your Life Insurance Needs
Estimate how much life insurance coverage may be appropriate for your situation.
What Is My Net Worth?
Get a snapshot of your overall financial picture by calculating your total net worth.
View all calculators
Risk Tolerance: What’s Your Style?
Learn about what risk tolerance really means in this helpful and insightful video.
Estate Management 101
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
The Power of Tax-Deferred Growth
Why are 401(k) plans, annuities, and IRAs so popular?
Rightsizing for Retirement
What does your home really cost?
Jane Bond: Scaling the Ladder
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
From Boats to Brokers
From the Dutch East India Company to Wall St., the stock market has a long and storied history.