Maria Erickson

CFP®, MBA

Freedom Financial & Business Planning, LLC

Retirement Income & Investment Specialist, Principal, Hourly, Fee-only

Maria Erickson

CFP®, MBA

Freedom Financial & Business Planning, LLC

Retirement Income & Investment Specialist, Principal, Hourly, Fee-only

As an hourly, as-needed planner I give you the confidence of a clear path for making work optional and addressing transitions of all kinds. Advice with no sales pitch or requirement to invest with me. I believe we don't have financial goals, but life goals with financial implications. - Maria Erickson, CFP®, MBA

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!

Maria Erickson is a Tampa, FL fee-only financial planner. Freedom Financial & Business Planning, LLC provides comprehensive and objective financial planning to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Maria Erickson is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.

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 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 and her MBA® 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.  

In her free time she enjoys traveling all over the world, photography, hiking, biking, boating and skiing. She also is a volunteer tour guide with 'Preserve the Burg, sharing what is best about St. Petersburg with locals and visitors.

Maria Erickson is a Member of the National Association of Personal Financial Advisors

The National Association of Personal Financial Advisors (NAPFA) is a 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.
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.

Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.

Specialties

  • Comprehensive Financial Planning
  • Retirement Income Planning
  • Investment Strategies, Reviews or Management
  • Tax Planning & Optimization
  • Landmine Avoidance

Ideal Clients

  • Retirees and Near Retirees Wanting To Make Sure They Can Make Work Optional
  • Business Owners and Executives
  • Sudden Money Situations and Decisions
  • High Income, Starting to Accumulate and Eliminate Debt
  • Novice Investors Desiring Education and a Shot of Confidence
  • Widows Wanting to Avoid Conflicted Advice and Annuity Salespeople

Working Together

  • In-Office Meetings
  • Virtual Meetings
  • Clear Costs for Planning, No Surprises
  • No Product Sales or Commissions
  • Complimentary Initial Consultation (Phone or In-person depending on scope of needs)

Professional Designations & Affiliations

  • National Association of Personal Financial Advisors (NAPFA)
    Maria Erickson is a NAPFA-Registered Financial Advisor

    The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.

  • Certified Financial Planner (CFP)
    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.

  • Garrett Planning Network - GPN
    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

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Office Locations:

  • 2202 N. Westshore Blvd.
    Tampa, FL 33609
  • 111 2nd Ave N
    St. Petersburg, FL 33701

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