Retirement/Tax/Estate Planning
Presenter: Eric Hoyer, Wealth Manager, Partner, Creative Planning
Erick serves as a Partner and Wealth Manager, working directly with his clients to create and maintain a customized financial plan addressing all aspects of a healthy financial life, including investments, tax planning, risk management, retirement, employee benefits and estate planning.
With nearly three decades of experience in the financial services industry, Erick offers his clients a truly comprehensive planning experience. Prior to joining Creative Planning, Erick held multiple roles at a national financial services firm, where he was involved in portfolio construction, financial plan development and execution, investment management, and long-term client relationship management.