Erik Fischer

Managing Director, Certified Financial Planner Tm Professional @Legacy Wealth Partners

Sarasota, FL, US
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WORK HISTORY

Feb 2020 — Present

Managing Director, Certified Financial Planner Tm Professional @Legacy Wealth Partners

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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 PlanningSupply Chain PlanningWealth ManagementHealth Savings AccountsMulti-Generational Wealth TransferMicrosoft ExcelMicrosoft PowerpointVariable AnnuitiesCollege Savings PlansRetirement PlanningMunicipal BondsProject ManagementDisability InsuranceStrategic SourcingLeapIndex FundsFixed AnnuitiesFinancial ModelingData ManagementManagement ConsultingWhole LifeRetirement Accounts

ABOUT ERIK FISCHER

You\'ve spent years building something most people only dream about. A practice. A…

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