“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
The Utility of Sector Investing
Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.
How Long Will My Savings Last If I Become Disabled?
See how long your current savings might last if a disability interrupted your income.
Mutual Funds vs. ETFs
Exchange-traded funds have some things in common with mutual funds, but there are differences, too.
Saving Early & Letting Time Work For You
The earlier you start pursuing financial goals, the better your outcome may be.
Retirement Realities
Many pre-retirees can become focused on the “ideal” retirement, but turning that dream into a reality can be tricky.
How to Make the Tax Code Work for You
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
Qualifying For Medicare Under Age 65
You might qualify for Medicare if you’re under 65-years-old. This article will explain the conditions where you may qualify for Medicare early.
Emotional vs. Strategic Decisions
Information vs. instinct. Are your choices based on evidence of emotion?
Understanding Qualified Charitable Distributions
Use this handy, informative article to help your clients understand Qualified Charitable Distributions (QCDs).
View all articles 
How Compound Interest Works
Explore how compound interest can grow your money over time with this interactive tool.
How Long Will Your Money Last?
See how long a lump sum of savings could last based on your withdrawal rate and return.
Estimate Your RMD
Calculate your required minimum distribution amount based on your account balance and age.
How Much Home Can I Afford?
Estimate how much home may fit within your budget based on income and expenses.
Comparing Investments
Compare two different scenarios side by side to see how they stack up over time.
Inflation & Retirement
See how inflation over time could affect the purchasing power of your retirement income.
View all calculators
Coaches
Coaches have helped you your whole life, in ways big and small. We'd like to be one of them.
The Rule of 72
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
Acres of Diamonds
In life it often happens that the answers to our most pressing questions are right in our own backyards.
The Cycle of Investing
Understanding the cycle of investing may help you avoid easy pitfalls.
The Wild West of Data Theft
Learn about cyber liability insurance in this entertaining video.