Retirement Planning
Personalized Financial Strategies
Client-Focused Investment Management
Strategic Planning for All Life Stages
Empower Your Decision Making
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Financial Independence the Norsu Way
Planning for financial independence at every life stage.
Retirement planning at Norsu is about more than just setting aside money; it's about crafting a future where you can realize your dreams. Not sure what your dreams are just yet? Don't worry, we’re here to help you define and achieve them.
At Norsu, our seasoned team combines retirement projections, tax planning, and portfolio management (and more!) into a seamless, comprehensive plan designed to guide you toward your future goals.
Our planners are adept at devising customized retirement strategies for a diverse clientele, including career professionals, creatives, business owners, and freelancers.
Are you ready to take control of your financial future?
Why Choose Norsu for Retirement Planning?
Personalized Strategies
We believe every financial journey is unique. Our retirement planning starts with understanding your personal dreams and goals. We tailor every strategy to align perfectly with your individual needs, ensuring your financial plan is as unique as you are.
Comprehensive Solutions
We provide an all-encompassing approach to retirement planning. From integrating tax strategies and retirement projections to managing your investment portfolio, Norsu offers a holistic service package designed to cover all aspects of your financial life.
Expert Guidance
Norsu brings a wealth of knowledge and experience to your retirement planning. Our experts are committed to guiding you through every financial decision, ensuring you have professional support on every step of your journey.
Step-by-Step Financial Plans
We simplify the complex world of financial planning by breaking down your retirement strategy into manageable steps. This approach not only makes the process transparent but also empowers you to make informed decisions about your financial future.
Transparent Pricing
We believe in full transparency, which is why our fees are clearly documented and easy to understand. As a fee-only financial planning firm, we receive no commissions or hidden fees, ensuring that our recommendations are always in your best interests.
Working With Us Is Simple
Schedule an Intro Call
Find out if we're a good fit! If not, We'll help you find another fee-only planner or you're welcome to use our free resources!
Collaborate
We'll work together through a series of guided meetings to develop a personalized financial plan that works for you.
Enjoy the Journey
We work for you every step of the way! Breathe easy knowing your life, money, & values are aligned to reach your goals!
Meet Eric, Your Certified Personal Retirement Specialist™
Eric has a passion for working with clients, taking the time to get to know and understand your situation, then working to find the best solutions to your unique opportunities.
Eric is an Accredited Wealth Management Advisor™, a Certified Personal Retirement Specialist™, and completed his full Financial Planning Certificate Program at Northwestern University.
Prior to founding Norsu, Eric worked for over 20 years in IT. He uses his technology background and financial planning expertise to help automate and organize your financial life.
