Move with confidence toward your goals.
If you want a financial advisor who listens to you and works directly for you to achieve your most heartfelt goals - we can help.
If you want someone to guide you through the most complex, important and often permanent set of financial decisions you may ever make - we can help.
If you want someone you can trust, who is loyal to you, and who is independent both in practice and in finding solutions - we can help.
If you want to be free of sales pressures when you seek advice - we can help.
My name is Steven S. Erickson, President of Fee-Only Investment Advisor, LLC. I began my career as an insurance agent and stock and bond broker, but quickly discovered I preferred a career in advising to a career in product sales.
I was uncomfortable with the ever present conflict of interest of offering advice and in the next breath persuading my clients to buy products that may or may not be the best solution even though it might satisfy my recommendations.
I found a better way!
I'm a new breed of financial advisor for Mid-Missouri - I do not sell products.
Instead, I work exclusively for my clients as a competent, faithful, and understanding advisor.
I have earned:
Law license, JD from the University of Missouri - Columbia
Two masters degrees - MBA and another in computers
Status as a Certified Financial Planner (CFP)(r).
But professionally I'm most proud of being a NAPFA - Registered Financial Advisor, a distinction held by less than 1/2 of 1% of all of the financial planners in the United States.
Our view is that you and your goals are unique and must be addressed uniquely. Visit with us and feel the difference. Have an advocate working on your side to reduce stress and to heighten your well-being and success.
Move with confidence towards your goals.
My name is Steven S. EricksonOwner - Steven S. Erickson holds Masters' Degrees in Business Administration (MBA) and Computer Resource Management, and a Law degree from the University of Missouri at Columbia and is a Certified Financial Planner (CFP)(R) and NAPFA - Registered Financial Advisor(TM). An Investment Advisor since 1994, Steve helps business owners and professionals design and implement retirement and tax planning strategies. Steve is a former Assistant Professor at Washington University and served eleven years as a Commissioned Officer in the Army as a Helicopter Pilot and Instructor. In his spare time, Steve enjoys playing bridge, golfing, and spending time with his wife and two sons.
Owner - Thomas T. Lightfoot has been in the financial services industry since 1980, an Investment Advisor since 1994, and has studied the stock market for nearly forty years. During this time he has helped clients to make informed decisions regarding investing and their finances. Tom is an avid bridge player and enjoys time with his wife and their many cats.
Our mission is to use our expertise, talents, and expeirence to educate and advise clients to help them avoid costly mistakes and to improve their long-term quality of life.
