“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
How to Appeal Your Property Taxes
For homeowners who think their property taxes are too high, there are ways to appeal.
Red Flags for Tax Auditors
Here are six flags that may make your tax return prime for an IRS audit.
Value vs. Growth Investing
Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.
You May Need to Make Estimated Tax Payments If…
Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
Glossary of Scam Terms
A helpful glossary of current scams.
The Five Basics of Financial Literacy
How literate are you when it comes to your finances? Brush up with these five basics.
Assess Life Insurance Needs
How to help determine life insurance needs to provide for your family after you pass away.
Spotting Credit Trouble
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
How Stocks Work
Understanding how a stock works is key to understanding your investments.
View all articles 
How Much Home Can I Afford?
Estimate how much home may fit within your budget based on income and expenses.
How Long Will Your Money Last?
See how long a lump sum of savings could last based on your withdrawal rate and return.
My Retirement Savings
See how your current savings rate and contributions may grow into retirement income.
Comparing Mortgage Terms
Compare different mortgage term lengths side by side to find the option that fits your budget.
Estimate Your RMD
Calculate your required minimum distribution amount based on your account balance and age.
How Compound Interest Works
Explore how compound interest can grow your money over time with this interactive tool.
View all calculators
How to Bake a Pie-R-A
Roth IRAs are tax-advantaged differently from traditional IRAs. Do you know how?
4 Elements of an Estate Strategy
Learn about the importance of having an estate strategy in this helpful and informative video.
Retirement Plan Detectives
Watch this fun video for tips on how to search for missing money.
To Buy or Not to Buy
The decision whether to buy or rent a home may have long-term implications.
Coaches
Coaches have helped you your whole life, in ways big and small. We'd like to be one of them.
Making Your Tax Bracket Work
Have you explored all your options when it comes to managing your taxable income?