What makes our story different? Attorneys, accountants, insurance brokers, employee benefits brokers, and financial planners can offer invaluable advice, but because most offer services independent of one another, it is often up to their clients to sift through the individual recommendations, evaluating each to determine which are the most appropriate.
The ideal solution is a wealth management firm that can help define and then strive to achieve each client’s unique, long-term goals through a comprehensive, holistic program of investments, tax planning, asset allocation, risk management, insurance, retirement planning and estate planning.
Eric Bottolfsen and his team at GoldBook Financial help provide that solution… in an independent, objective and integrated fashion. A single-source wealth management firm for successful executives, affluent individuals, business owners, medical professionals, and athletes. Our team provides oversight and strategic management of every aspect of clients` financial lives. Most clients retain our team to be their “Personal CFO,” coordinating all aspects of their financial lives, including retirement planning, asset management, risk management, estate planning, insurance, children’s college education, asset protection, etc.
For corporate and business owner clients, Eric and the team advise them on benefit programs and qualified plans for their employees, including customized carve-out programs for senior executives.
In addition to his personal practice, Eric serves on the leadership team of GoldBook Financial as their Vice President of Brokerage Sales.
Eric holds a Bachelor’s degree in Finance from The University of Wisconsin-Superior and two Master’s degrees from The College of St. Scholastica where he earned a M.A. in Finance and a M.B.A. He holds FINRA Series 6 and 63 registrations and is Life, Accident and Health licensed.