ePersonal Financial

At ePERSONAL FINANCIAL, we are dedicated to helping busy professionals achieve financial peace of mind. Our team of seasoned professionals is committed to providing customized strategies and solutions to protect your investments, minimize taxes, and give you peace of mind.

Our Mission

Our founder, Eric Flaten, has over 35 years of experience in the financial services industry and has a deep understanding of the unique challenges faced by busy professionals. Eric is dedicated to providing advice and solutions that put the client first. As an independent financial fiduciary, Eric has always put his clients' best interests ahead of his own.

What We Offer

At ePERSONAL FINANCIAL, we understand that every client is unique, and we believe in a personalized approach to investment management. We take the time to understand your individual financial situation and investment objectives, and work closely with you to develop a customized strategy that meets your needs.

Investment Management Services

We offer expert management services for your investments, with over 25 years of experience in investment management. We believe in a personalized approach to investment management, taking the time to understand your unique financial situation and investment objectives. As your trusted financial advisor, we will work closely with you to develop a customized strategy that meets your needs.

Retirement Planning

We specialize in retirement planning and provide a range of solutions to help you prepare for a financially secure future. As a fiduciary, our clients' best interests come before anything else. We pride ourselves on being trustworthy and ethical in all of our dealings.

College Planning

We offer a wide range of services to help you navigate the college admissions process with ease. From student career planning to entrance exam prep, application assistance to essay guidance, and college selection to finding free money, we have everything you need to succeed.

Our Commitment

At ePERSONAL FINANCIAL, we are committed to providing the highest level of service and expertise to our clients. We understand that our clients' financial well-being is our top priority, and we are dedicated to helping them achieve their financial goals.

Contact Us

If you are looking for a trusted financial advisor to help you navigate the complex world of finance, look no further than ePERSONAL FINANCIAL. Contact us today to schedule a call and take the first step towards achieving financial peace of mind.