Episode 70 – Among many things, Erik is a husband, father, and financial planner. He’s also an avid environmentalist and Christ Follower. Erik cares deeply about the people he serves, and his passion for helping others has fueled the growth of his financial planning business.
Erik works closely with medical professionals and their families to first align their financial choices with their most important goals and deeply held values, second, get your entire financial house in order and keep it that way forever. Third, have a high level of confidence that you will achieve your goals no matter what happens in the markets, the economy, or the world.
He learned early on in his career that when trust is built and true financial guidance is given, it can have a large and positive impact on people’s lives.
Read his complete story here – https://www.erikkrollfp.com/who-is-erik-kroll/
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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.
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