Team
We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.
Our team of financial professionals can help you address:
- Investing principles and strategies
- Retirement investing and distribution strategies
- Estate conservation issues
- Risk management
We also can answer your questions, including:
- Can I retire early?
- Are my investments working hard enough?
- What’s the best approach for college savings?
- What are the elements of a sound estate strategy?
- Do I have enough life insurance for my family?
Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.
Eric Wasson has over 25 years of financial services experience and is a CERTIFIED FINANCIAL PLANNER™ professional which is a certification that only a small percent of registered representatives have been able to achieve. Eric...
I have a background in Bookkeeping and Customer Service. My role here at AZTEC Financial Group is a welcome change from this. Each day my core activities are helping Eric collect information on his clients’ accounts and making...