Erik Smith Investments

We handle various investment types & plan for retirement & assist with investment income needs throughout retirement as tax effiecently as possible.

We believe investment portfolios should be diversified using time tested strategies to match each individual's tolerance for risk & return. We also believe that diversification and asset allocation are essential to accomplish your goals. Furthermore, we regularly utilize multi-manager portfolios with 3rd party due diligence to provide additional oversight of your plan, helping to ensure that you achieve and maintain your investment goals. Our strategies include customized plans for generating income into retirement to help ensure you don't outlive your savings. We are able to use a combination of taxable, tax-deferred, and tax-free investments to help supplement your other retirement income. We strive to be a one stop shop for all business owners. Retirement plans like 401K, SEP & SIMPLE.