Erik Barnes, CFP® is a Naperville, IL fee-only financial planner. He created Retirement Portfolio Partners (RPP) to present a new option to investors transitioning into and through retirement. Historically, investors have had to do it themselves, work with a commission broker or work with an advisor that charges a percentage of their investments. RPP helps clients build intelligent portfolios, map out retirement and reduce taxes for one flat retainer fee that isn’t based on account size. This fee structure reduces conflicts of interest and allows clients to potentially keep more of their investment returns. RPP meets physically with clients in Naperville, IL as well as virtually for out of state clients. Erik has been in the financial services industry for over 15 years beginning his career at Bank One (Now JP MORGAN CHASE) as an associate. From there he joined a large brokerage firm where he managed over 300 clients relationships. He created Retirement Portfolio Partners in 2012 with the goal of elevating the standard of financial planning. He previously taught retirement planning courses at colleges and universities through out the western suburbs of Chicago and serves on the police pension fund. Erik has a true passion for helping people navigate the complex waters of retirement so that they may live their best lives with the resources for which they’ve worked so hard.
Planning for retirement can be confusing, but it doesn't have to be.
While I'm not busy in the office crafting financial plans, you can find me:
*Fishing and pontooning with my wife and 3 kids in Hayward, Wisconsin
*Relaxing at the beach in Indian Rocks Beach, Florida
*Attempting to try every steak burrito ever made
*Reading the next book on my list.