Erica Ramos, Financial Consultant Bringing Trust-Based Planning To Her Clients For A Tax-Free Retirement

Health and Wealth Podcast with Carter & Tim

Episode 75 - Erica founded Stream Strategies to inspire individuals, families, and business owners to take control of their financial futures. Planning for retirement is a complex journey, as your goals and needs are unique. Market risk, tax rate risk, inflation risk, increasing health care costs, and the need for long-term care can all majorly impact the funds you have saved and planned to live on for retirement. Uncovering which assets make the most sense is crucial to ensure you will not outlive your money, whatever life may bring.
As a trust-based planner, it is most important to Erica that you are comfortable and confident you have found the right person to help you finally eliminate these concerns before solving them. Meeting you where you are to understand your major concerns and what would bring you the most peace of mind in retirement is her top priority.
With her experience and knowledge from 20 years in the insurance industry, Erica offers innovative strategies that will eliminate risk and deliver certainty and control. As an independent agent with access to an array of products and solutions, you can rest assured she will present strategies that are always in your best interest. Erica would be honored to learn about your goals, establish trust and create a plan with you to safely optimize your wealth for your retirement and beyond.
Find out more about Erica Ramos on LinkedIn: https://www.linkedin.com/in/ericaramos1/
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