Protecting the assets my clients have worked so hard to acquire is my greatest passion!
Welcome! As an award winning financial professional I've helped individuals, families and businesses achieve financial success for nearly 40 years. My name is Clay Erickson. I look forward to working with you through all stages of your life! ~ Clay
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- 1531 E Bradford Pkwy
Suite 225
Springfield, MO 65810 - 417-313-0035
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Helpful Content
Helpful Retirement Strategies for Women
Learn how to address the challenges that women face when planning for retirement.
Reviewing Your Life Insurance Needs
Learn how the review process works and how it may help you better understand your Life Insurance.
Emotional vs. Strategic Decisions
Information vs. instinct. Are your choices based on evidence of emotion?
Spotting Credit Trouble
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
Six Surprising Facts About Retirement Confidence
This attention-grabbing infographic covers retirement topics you may not have considered.
Retirement Plan Choices for Small Businesses
Retirement choices can feel intimidating. Choosing the right strategy can make all the difference.
The Average American Budget
Learn about the average American budget in this fun and interactive piece.
When Should You Take Social Security
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
Debt Stress
There’s a link between debt and stress.
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How Much Home Can I Afford?
Estimate how much home may fit within your budget based on income and expenses.
How Can I Save a Million Dollars?
See what it takes in monthly contributions and time to reach a million-dollar savings goal.
How Much Do I Need To Retire?
How much is enough to retire? It depends on your lifestyle, timeline, and more. Use this calculator to get a personalized est
Student Loan Payoff Calculator: Extra Payments Can Save You
See how extra payments toward your student loans could shorten your payoff timeline.
What Is My Net Worth?
Get a snapshot of your overall financial picture by calculating your total net worth.
Debt vs. Investment
Weigh the potential outcomes of paying off debt versus directing those dollars elsewhere.
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Retiring the 4% Rule
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
The Business Cycle
How will you weather the ups and downs of the business cycle?
It May Be Time for a Financial Checkup
It’s never a bad time to speak with your financial professional about changes in your situation.
Perception vs. Reality
There’s an alarming difference between perception and reality for current and future retirees.
Rightsizing for Retirement
What does your home really cost?
It Was the Best of Times, It Was the Worst of Times
All about how missing the best market days (or the worst!) might affect your portfolio.