Financial Planning for Engineers

We know you are busy as engineers, developing the products to help move the world forward. Your educational background has provided the analytical skills and abilities to plan for your future and manage your investments.

However, since the Financial Crisis, you've been saddled with doing the jobs of 3 or 4 employees. You have around the clock job responsibilities that seem to never end. You have little time to spend with your family or doing the things you enjoy. Planning for the future or managing your investments takes a back seat and may even be something you continue to put-off until later; sometimes years later.

Erik O. Klumpp has counseled engineers for over 20 years and has worked with hundreds of employees at companies such as General Motors, Ford, Stellantis (Chrysler/FCA), Delphi, General Dynamics, BP, Consumers Energy, and General Mills, among others. We know your 401(k) plans, your employee benefits, and retirement plans.

We have a number of financial planning planning and investment management solutions to help you simplify your life, enable you to spend more time with your family, and do more of what you enjoy doing. We want to help you create and achieve your American Dream. Learn more about our services here.

If you would like to schedule a complimentary appointment to discuss your situation, fill out our contact form or give us a call at 248.710.0503.