In this contemporary world, thinking about retirement can feel overwhelming. Between saving, investing, and trying to guess what the future might look like, it’s no wonder many people feel unsure where to begin. That’s where a good financial advisor can make all the difference—and Eric Felsenfeld is one of the best at helping people make sense of it all.
Having more than 20 years of experience, Eric has made people, families, and business owners feel more confident in their financial future. As managing partner of Liberty Wealth Management, he doesn’t merely ignore you—he listens to you, gets to know your aspirations, and creates a plan that suits your lifestyle.
Building a Plan That Fits You
No two individuals retire alike. Some envision traveling the world, others wish to spend time with family, or simply savor a quiet, comfortable life. Eric starts by learning what you want. Then, all together, you figure out where you are right now—and what you’ll need to do to get where you want to be.
He keeps it simple by breaking things down into easy steps: how much to save, where to stash it, and how to stay living for the present and saving for the future. It’s not a template.
Smart, Thoughtful Investing
Retirement planning is not merely saving—it’s also growing what you’ve saved. Eric assists you in creating a customized investment plan that aligns with your objectives and your risk tolerance. Whether you’re years away from retirement or just around the corner, he makes sure your investments are working for you, not against you.
Making the Most of Social Security and Taxes
When to start taking Social Security is a big decision. Eric helps you understand your options and choose what’s best for your situation. He also helps you think about taxes, because nobody wants to lose more of their retirement income than necessary. Through smart planning, Eric finds ways to help you keep more of what you’ve earned.
Planning for the Unexpected
Life throws curveballs. Eric’s assistance prepared for those, too. Maybe that’s setting aside emergency funds, adjusting your investments, or building in some flexibility. Whatever comes your way, Eric makes sure your retirement plan isn’t just hopeful—it’s resilient.
A Partner You Can Trust
What sets Eric Felsenfeld apart is how much he cares. He doesn’t just hand you a folder of charts and numbers. He walks with you, explains things in plain English, and always puts your best interest first. That’s why so many clients stick with him for the long haul.
Conclusion
Retirement planning does not necessarily have to be daunting. Proper guidance can make it empowering. And with someone like Eric Felsenfeld in your corner, you can build a future you’re excited about—one smart step at a time.
