Maria T. Erickson

Maria T. Erickson

| CFP®, MBA

Freedom Financial & Business Planning, LLC

727-527-0565

Contact Me

Fee Only Financial Planner Located in St. Petersburg and Tampa, FL and Serving Clients Nationwide

Specialties

  • Fee-Only Financial Services
  • Comprehensive Financial Planning
  • Free Initial Consultation
  • Investment Management
  • Retirement Planning
  • Education Planning
  • Elder Care Issues
  • Estate Planning
  • Insurance Analysis
  • Charitable Giving and Trusts
  • Planning for Business Owners
  • Cash Flow and Budgeting

Website

Visit Us

2202 N. Westshore Blvd.
Tampa, FL 33609

111 2nd Ave N
St. Petersburg, FL 33701

Fee-Only & Fiduciary


The National Association of Personal Financial Advisors (NAPFA) is the country's leading association of fee-only and fiduciary financial planners.

Maria Erickson is a St. Petersburg and Tampa, FL Fee-Only Financial Planner serving the entire region. Freedom Financial & Business Planning, LLC specializes in providing objective financial planning to help clients build, manage, grow, and protect their assets through life's transitions. Maria Erickson is a NAPFA-Registered Financial Advisor and a CERTIFIED FINANCIAL PLANNER™ Professional.
Maria Erickson is a Fee Only Financial planner serving Tampa and Saint Petersburg. FL.

She is one of the few in the area that offers services on an hourly, as needed basis OR on an on-going basis.

For detailed information including a range of costs you can expect, please visit the website at www.freedomfinancialplan.com.

Maria Erickson is a NAPFA-Registered Financial Advisor and a member of the Garrett Planning Network.
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Freedom Financial & Business Planning, LLC  was founded by Maria Erickson, MBA, CFP®.  After 20 years consulting in the financial services industry on the financial needs of couples and individuals as well as helping business owners with business management and planning issues, she recognized the need in the community for independent, objective advice on financial issues.  Advice uniquely delivered on an as-needed basis with a high level of personal service and attention....with absolutely no "product pushing" or hidden or surprise fees.
 
As a member of NAPFA and the Garrett Planning Network, Ms. Erickson has taken the fiduciary oath. Fiduciaries are obligated to act in your best interest with undivided loyalty to you. This includes disclosing how the Advisor is compensated and any corresponding conflicts of interest.
 
Prior to founding Freedom Financial & Business Planning, LLC, Maria has worked as a consultant to leading financial institutions helping to uncover the needs of business owners and the affluent consumers to develop innovative, high quality financial products and services. She also spent a decade providing business, financial and marketing advice to small business owners striving to start-up or expand their companies.

She completed her BA at Southern Illinois University in 1985 and her MBA in 1991 at Central Florida University. She completed CFP® coursework at Boston University.

Ms. Erickson is a member of the Garrett Planning Network, an international affiliation of fee-only financial planners dedicated to serving people from all walks of life on an hourly, as-needed basis.  She is also a DimeSpring knowledge partner.
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