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  1. Erica Ramos, Financial Consultant Bringing Trust-Based Planning To Her Clients For A Tax-Free Retirement Carter Wilcoxson and Tim James 1:04:02

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/ 

WEALTH: Not getting enough clients? Book a FREE 15-minute Client Acquisition Consultation with CEO | Carter Wilcoxson to learn how. 

HEALTH: Low on energy or overweight? Go to www.chemicalfreebody.com/enrichersand grab GREEN 85 Juice Formula or book a FREE 30-minute Health Strategy Session with Tim or one of his coaches.

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Carter Wilcoxson Podcaster

For almost two decades, Carter has helped top advisors in the country provide safe retirement solutions and accelerate their businesses to new heights, allowing them to support a record-setting number of clients.

Working directly with households himself, who want to protect the nest eggs they’ve worked their whole lives to accumulate, this personal experience of having dinner table conversations with people has driven Carter to always be on the lookout for what clients need that the financial industry might not be offering.

In this light, he recognized a deep divide between people who had the plan to protect and enjoy their wealth in retirement and those who were not only at risk of outliving their retirement savings but also at risk of having their legacy mishandled by unprepared heirs.

This led him to seek out the best minds in the industry. Financial planners, software engineers, and strategic marketing creators to partner with for delivering what Carter calls the three E’s… Educate, Enlighten, and Empower!

Carter went on a mission to perfect a solution to solve this critical problem. Finally, Carter had a “Eureka!” moment, and he created the combination of a proven cloud-based Estate Planning software with his proprietary process and solution that he knew the world desperately needed.

Now Carter and his team devote themselves to connecting consumers with the financial professionals and education they need to make informed financial decisions about the future of their estates. This revolutionary solution, known as our eStatePlan™ Portfolio, lets people bypass the expense and intimidation of consulting a high-priced attorney using the OEPT (Outsourced Estate Planning Team) to deliver white-glove and end-to-end support to complete client’s goals and objectives around their estate and legacy planning needs.