Other Services

At James Erickson & Co., P.S., we focus on serving the accounting and financial planning needs of our diverse clientele. We believe that, with careful planning, you can overcome any financial obstacle. Our experienced and versatile staff can help you to assess your financial needs and develop a plan to achieve financial security and face any challenge life brings. From detailed accounting to investment review and analysis to education, retirement, and estate planning services, we can help you to achieve your goals.

Investment Review and Analysis

The investment landscape changes rapidly, and savvy investors know that keeping their portfolios up-to-date and balancing risk and return is critical for investment success. At James Erickson & Co., P.S., our knowledgeable advisors have the experience and the insight to help you manage your money and maximize the return on your investments. We will perform a custom portfolio analysis and review the risks and returns of specific investments including stocks, bonds, cash, REITs, and limited partnerships. We can also help you to determine an optimal asset allocation for your unique personal and financial goals, time horizon, and risk tolerance.

Retirement Planning Services

It is never too early to start planning for retirement if you want to maintain your current lifestyle, or achieve an even better one. Careful planning helps you avoid common pitfalls and retirement planning mistakes and puts you on a solid footing to ensure that your retirement lives up to your expectations. At James Erickson & Co., P.S., our retirement planning specialists listen to your objectives and goals, evaluate your current circumstances, and collaborate with you to formulate a comprehensive, achievable retirement plan. We compare the relative benefits of stocks, bonds, and other retirement assets, and explain the differences between retirement plans, including standard IRAs, tax-deferred annuities, and Roth IRAs. No matter where you are now – whether just starting out or close to retirement age - James Erickson & Co., P.S. can analyze your projected income and expenses and suggest investment funding techniques to help put you on the road to achieving your retirement dreams.

Estate Planning Services

You've worked hard to achieve success and build wealth, and comprehensive estate planning is a common-sense way to ensure that your hard-earned assets and the people you love are both protected in the future. Effective estate planning is critical to conserve your assets, both for you to enjoy in retirement and for the next generation, and to minimize the impact of estate and inheritance taxes on your beneficiaries. James Erickson & Co., P.S. has the knowledge and experience to help you formulate a successful plan for the future. We can review your financial position, recognize and minimize or eliminate potential liquidity issues caused by federal and state estate taxes, and employ a wide array of instruments such as trusts and charitable entities to maximize your assets and protect your beneficiaries.