Team Eric W. Harding firmly believes that through his experience, sorting out financial complexity starts with a simple (K)onversation.empiriKal partners orientation meeting together, entails a conversation focused on your current situation. Together, we, at empiriKal partners will discuss your near and long term plans and goals, from a personal as well as financial perspective. We review and discuss the process used to create a plan unique to your lifestyle, along with an overview of your organization, professional advisors and my background and experience as a financial advisor.Creating a comprehensive roadmap lets you and your financial professional fully analyze the many different options that you must consider before making your final decisions. The key to a successful journey is for you to have an opportunity to study the impact, both short and long term, of the decisions that you are considering. This initial conversation is the first step of the planning process. It is followed by:Gathering financial dataDevelopment of a personal/corporate financial planOrientation to the fundamentals of investing Development of a recommended Investment PortfolioImplementing an Education ModelOngoing portfolio management and serviceAt empiriKal partners llc, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.Areas to be addressed:Rule 144, stock options and long-term corporate or keyman investment disciplines.Retirement investing and distribution strategiesEstate conservation issuesRisk management analysisExample Q&A's:Can I retire early?Are my investments working hard enough?What’s a good approach for college savings?What are the elements of a sound estate strategy?Do I have enough life insurance for my family?Is my companies 401K Plan competitive?Eric W. Harding at empiriKal partners has helped many people just like you with similar issues and concerns for over twenty years. He can help you create an approach that is designed to address your individual situation. Norma K. Thompson Executive Assistant (480) 652-7472 firstname.lastname@example.org I assist financial advisors by providing sales and servicing support, along with opening new accounts, and processing paperwork/marketing and creativity behind website design and enhancements. Working with all team members and departments. Read more Eric W. Harding Founder/CEO (480) 558-6167 email@example.com I graduated from Hillsdale College with a degree in Finance and have spent over 25 years in the financial industry. My career began at Merrill Lynch and then spent the last fourteen years at Wells Fargo Advisors before starting my... Read more Travis Salley Senior Investment Advisor (702) 271-3265 firstname.lastname@example.org Prior to joining empiriKal partners, I was a Financial Advisor with Edward Jones and than later Wells Fargo Advisors. Read more Alex Corriere Investment Advisor (678) 708-2619 email@example.com Alex began his career in financial services prior to completing his formal education and brings over twenty years of experience, having served individuals and organizations from all walks of life across the United States. He holds an... Read more Mark Post Investment Advisor (580) 928-7363 firstname.lastname@example.org I was born in Denver, Colorado and lived in Pueblo until 2007. I moved to a small town in western Oklahoma called Sayre where I went to high school, graduating in 2012. Upon graduation I moved to Salina, Kansas where I went to school... Read more Edward Vela Investment Advisor (925) 300-8805 email@example.com Edward Vela has 13 years of wealth management experience working with high net worth investors in the Bay Area. Edward has recently relocated to Los Angeles to expand his career in Southern California, where he is originally from.... Read more Have a Question? Name Email Address Question Thank you! Oops!