“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
Understanding ETFs: Building Blocks of Modern Investing
Educational ETF infographic explaining benefits, types & mechanics. Features current statistics and citations.
The Cycle of Investing
Understanding the cycle of investing may help you avoid easy pitfalls.
The Most Overlooked Item of Any Home Improvement
The item most homeowners forget on their home improvement project checklist is insurance.
Volunteering in Retirement
For many, retirement includes contributing their time and talents to an organization in need.
Separating the Signal From the Noise
A good professional provides important guidance and insight through the years.
Retirement Seen Through Your Eyes
What's your vision of retirement?
Teen Drinking and Your Liability
Drinking may be a “rite of passage” for teens, but when it occurs in your home you may be held responsible for their actions.
Glossary of Scam Terms
A helpful glossary of current scams.
Buying Auto Insurance For Teen Drivers
Tips on insuring your teen driver.
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Assess Your Life Insurance Needs
Estimate how much life insurance coverage may be appropriate for your situation.
Comparing Investments
Compare two different scenarios side by side to see how they stack up over time.
Estimate Your RMD
Calculate your required minimum distribution amount based on your account balance and age.
College Savings
See how much you may need to save now to cover future college costs for your child.
Comparing Mortgage Terms
Compare different mortgage term lengths side by side to find the option that fits your budget.
My Retirement Savings
See how your current savings rate and contributions may grow into retirement income.
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Dog Bites and Homeowners Insurance
Reviewing coverage options is just one thing responsible pet parents can do to help look out for their dogs.
Jane Bond: Scaling the Ladder
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Encore Careers: Push Your Boundaries
Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.
Should You Invest in Exchange Traded Funds?
There are thousands of ETFs available. Should you invest in them?
The Latte Lie and Other Myths
Check out this video to begin separating fact from fiction.
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.