Erik Fischer
Managing Director, Certified Financial Planner ™, Retirement Income Certified Professional ™
- Role
- Managing Director, Certified Financial Planner Tm Professional at Legacy Wealth Partners
- Location
- Sarasota, FL, US
- LinkedIn followers
- 500 followers
About Erik Fischer
You\'ve spent years building something most people only dream about. A practice. A…
Experience
Managing Director, Certified Financial Planner Tm Professional
Feb 2020 — Present · Sarasota, FL, US
Clear Path Financial is a formal team within MassMutual. When it comes to preparing for retirement, the end goal is not to create the biggest nest egg, but to create a nest egg that will produce the greatest income that you ideally will not outlive. Investments and insurance both play very important roles, but by themselves can each be inefficient in some way. Together, in the right balance, they help create a better and safer way to and through retirement.
Skills
- Financial Strategies and Planning
- Supply Chain Planning
- Wealth Management
- Health Savings Accounts
- Multi-Generational Wealth Transfer
- Microsoft Excel
- Microsoft Powerpoint
- Variable Annuities
- College Savings Plans
- Retirement Planning
- Municipal Bonds
- Project Management
- Disability Insurance
- Strategic Sourcing
- Leap
- Index Funds
- Fixed Annuities
- Financial Modeling
- Data Management
- Management Consulting
- Whole Life
- Retirement Accounts
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