Freedom Financial & Business Planning, LLC
Fee Only, Hourly As-Needed, Financial Planner Located in St. Petersburg and Tampa, FL and Serving Clients Nationwide. Investing with me is not a requirement to get planning help!
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.
Maria Erickson is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning
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.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
Maria Erickson is a NAPFA-Registered Financial Advisor
The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
Maria Erickson is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification
CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
Maria Erickson is a member of the Garrett Planning Network. Click here to learn more.
Everyone needs competent, objective financial advice from time to time. The Garrett Planning Network has a nationwide membership with hundreds of independent, Fee-Only financial planners providing advice to people from all walks of life, without minimum account requirements, sales commissions, or long-term commitments. Our members proudly embrace their fiduciary duty, always placing their clients' best interests first.
Contact Maria Erickson
2202 N. Westshore Blvd.
Tampa, FL 33609
111 2nd Ave N
St. Petersburg, FL 33701