A Chat with David S. Erlandson, CFP
What services does your business offer and what makes your business stand out from the competition?
We are free to objectively examine your circumstances and make optimal investment recommendations without pressure to promote particular mutual funds, annuities, or insurance policies.
What was the inspiration to start or run this business?
I am a fee-only financial advisor (no product sales) who has been serving clients since 1994. I am passionate about investment management and retirement planning and about changing my clients’ lives through financial security.
What do you love most about your job?
A benefit of working in my profession for over two decades is seeing how money works out for so many good people over time.
What is the best reaction you’ve ever gotten from a customer?
A client who I served for 18 years thanked me for helping her make sound decisions about investments and retirement lifestyle. She eventually experienced memory loss, and her daughter thanked me for helping her mom, including visits to the retirement home near the end of my client’s life.