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 data
• Development of a personal/corporate financial plan
• Orientation to the fundamentals of investing 
• Development of a recommended Investment Portfolio
• Implementing an Education Model
• Ongoing portfolio management and service

At 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 strategies
• Estate conservation issues
• Risk management analysis

Example 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.