“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 Financial Professionals Are Compensated
Read this overview to learn how financial advisors are compensated.
Universal Life Insurance
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
Reviewing Your Life Insurance Needs
Learn how the review process works and how it may help you better understand your Life Insurance.
9 Facts About Retirement
Regardless of how you approach retirement, there are some things about it that might surprise you.
The Investment Risk No One’s Ever Heard Of
You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.
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.
How Financial Professionals Are Compensated
Read this overview to learn how financial advisors are compensated.
Six Surprising Facts About Retirement Confidence
This attention-grabbing infographic covers retirement topics you may not have considered.
Split Annuity Strategy
Here's one strategy that combines two different annuities to generate income and rebuild principal.
View all articles 
How Compound Interest Works
Explore how compound interest can grow your money over time with this interactive tool.
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.
What Is My Net Worth?
Get a snapshot of your overall financial picture by calculating your total net worth.
Social Security Tax Estimator
Estimate how much of your Social Security benefit may be subject to federal income tax.
College Savings
See how much you may need to save now to cover future college costs for your child.
View all calculators
Jane Bond: Scaling the Ladder
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Retirement and Quality of Life
Asking the right questions about how you can save money for retirement without sacrificing your quality of life.
Once Upon a Goal
Do you know how to set up your financial goals for success? This knight does.
How to Bake a Pie-R-A
Roth IRAs are tax-advantaged differently from traditional IRAs. Do you know how?
Bursting the Bubble
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
Coaches
Coaches have helped you your whole life, in ways big and small. We'd like to be one of them.