Eric Montgomery

About Eric Montgomery

I am a Financial Advisor/Mortgage Broker with expertise in working with Business Owners & Professionals with a focus on Financial Freedom & Retirement Planning which includes investing in cash-generating assets, effectively reducing debt, insurance, tax strategies, estate plans, using real estate and more.I have developed expertise in using tax strategies, and integrating real estate into planning, to expedite retirement plans and leveraging strategies that are often overlooked. I focus on helping families and individuals invest and prepare for the future.I always ask people 3 questions:1. How much a money a month would you like to have in retirement?2. How much money do you need to have saved to achieve that number?3. How confident are you that you current financial plan will get you there?If you can\'t currently answer those questions, once we are working together you will be able too.I care about people and over the years I\'ve seen families and individuals that have not gotten proper advice and have no idea what true financial advice and guidance should be.Set your financial goal – buying a home, paying for an education, living well in retirement, or planning your estate – and I will provide you with a personalized plan to guide you to your financial finish line.If you need help with this, please reach out to me directly here on LinkedIn or email me a••••••••@newwayfinancialco.comAll Lending powered by Industry Home Mortgage (17•••21)

Experience

1. Owner & Financial Advisor

   New Way Financial

   Feb 2021 — Present · Denver, CO, US

Education

• Colorado State University

  Psychology