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
About Us
Learn More
Our Team
Learn More
Services
Learn MoreContact Us!
- 1531 E Bradford Pkwy
Suite 225
Springfield, MO 65810 - 417-313-0035
- Email Us
Helpful Content
Retirement Is a Beginning
Key questions to answer when you are considering retirement.
Changing Unhealthy Behaviors
Five phases to changing unhealthy behaviors.
Is a SEP-IRA Right for Your Business?
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
U.S. Personal Savings Rate
What can be learned from the savings rate?
Money Draining Food Myths
These food myths will really put a drain on your wallet.
Should I Accept a Free Credit Lock?
Learn the ins and outs of credit locks, freezes, and more.
Healthcare Costs in Retirement
Without a solid approach, healthcare expenses may add up quickly and potentially alter your spending.
Test Your Estate Strategy Knowledge
Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
Variable Universal Life Insurance
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
View all articles 
Comparing Mortgage Terms
Compare different mortgage term lengths side by side to find the option that fits your budget.
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 My Savings Last If I Become Disabled?
See how long your current savings might last if a disability interrupted your income.
Assess Your Life Insurance Needs
Estimate how much life insurance coverage may be appropriate for your situation.
Annuity Comparison
Compare annuity options to see how each one could affect your long-term income outlook.
View all calculators
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.
A Fruitful Retirement: Social Security Benefit
Taking your Social Security benefits at the right time may help maximize your benefit.
Tuning Your Social Security Benefit
When should you take your Social Security benefit?
The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
It May Be Time for a Financial Checkup
It’s never a bad time to speak with your financial professional about changes in your situation.
Acres of Diamonds
In life it often happens that the answers to our most pressing questions are right in our own backyards.