Protecting the assets my clients have worked so hard to acquire is my greatest passion!
Welcome! As an award winning financial professional I've helped individuals, families and businesses achieve financial success for nearly 40 years. My name is Clay Erickson. I look forward to working with you through all stages of your life! ~ Clay
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- 1531 E Bradford Pkwy
Suite 225
Springfield, MO 65810 - 417-313-0035
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Helpful Content
How Will the Economy React to AI?
What do concerns or uncertainty about AI mean for your future and your financial strategy?
Comparing Mortgage Terms
Compare different mortgage term lengths side by side to find the option that fits your budget.
An Overview of Renter’s Insurance
Don’t overlook the need for renter’s insurance if you rent your home.
A Bucket Plan to Go with Your Bucket List
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
Retirement Seen Through Your Eyes
What's your vision of retirement?
Do Our Biases Affect Our Financial Choices?
Even the most seasoned investors have biases affecting their financial choices.
Inventorying Your Possessions
Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.
What’s Your Investment IQ?
You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz
Directors and Officers Liability Insurance
Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.
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IRA Income
Estimate the potential monthly income your IRA balance could generate in retirement.
What's Your MPG?
Calculate your vehicle's fuel efficiency and see what you're spending on gas annually.
How Long Will Your Money Last?
See how long a lump sum of savings could last based on your withdrawal rate and return.
What Is the Dividend Yield?
Calculate the dividend yield of a holding and see what that means for income over time.
The Power of Interest - How Long Will it take My Money to Do
Use the Rule of 72 to estimate how long it takes your money to double at a given rate.
Assess Your Life Insurance Needs
Estimate how much life insurance coverage may be appropriate for your situation.
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Stay Safe with a Business Owner's Policy
Learn the advantages of Business Owner's Policies with this highly educational and fun animated video.
Retirement Plan Detectives
Watch this fun video for tips on how to search for missing money.
Timing Your Retirement
This short video illustrates the importance of understanding sequence of returns risk.
The Long Run: Women and Retirement
For women, retirement strategy is a long race. It’s helpful to know the route.
Dreaming Up an Active Retirement
When you retire, how will you treat your next chapter?
The Cost of Procrastination
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.