By Eric Rolshoven, MBA
Retirement is arguably one of life’s most significant milestones. But with so many moving pieces, unforeseen circumstances, and questions about health, longevity, and the economy, how do you plan for the final decades of your life in a way that gives you confidence, not worry? In other words, how can you dream big and plan accordingly so all your bases are covered?
Those are legitimate concerns—and the reason Treasure State Retirement Planning exists. We make it our personal commitment to support and guide you through your retirement planning decisions so your vision of the future becomes a reality.
What We Do
As an independent investment management firm focused on enhancing people’s financial security, we are dedicated to professionally supporting, educating, and providing informed direction to each and every client. And since there’s nothing “one size fits all” about one’s financial life, why follow a one-size-fits-all approach to retirement planning? Our commitment to comprehensive, customized services and strategies allows you to rest easy, knowing that all aspects of your life, from your immediate needs to your long-term dreams, are covered and planned for.
Who We Serve
While we serve a wide variety of clients, we specialize in working with pre-retirees, retirees, and business owners who want to make sure every box is checked so they can retire with confidence. Even though they come to us from different backgrounds and careers, such as government employees, forest service employees, and post office workers, they have a few things in common. Namely, they desire to partner with someone who will take the time to get to know them and offer personalized service. They are worried about something slipping through the cracks in their planning and want to both grow and protect their wealth.
How We Can Help
Whether you are seeking help to navigate retirement planning, portfolio analysis, insurance coverage, or any other financial planning need, our in-depth process strives to help you design a road map to get you from point A to point B. We dive into your life, examining your goals, fears, challenges, and opportunities so that you can work toward and live out your retirement years on your terms.
We are intimately familiar with the myriad of questions and ensuing overwhelm that occurs during the retirement planning process. If you’ve ever lost sleep wondering if your investments will provide enough income or if you’re ready to make the transition into retirement, both financially and emotionally, we can help empower you to make the decisions you face.
We also specialize in helping you maximize your Social Security benefits, walking you through the dos and don’ts so you can get every penny that’s rightfully yours and take advantage of this resource to meet your retirement goals.
The Treasure State Retirement Difference
There are plenty of financial firms out there, but what sets us apart is how we prioritize developing a clear understanding of you, your life, and your financial goals before we even look at the numbers. We want you to know that you have an advocate and a support system for whatever life throws your way. We are committed to maintaining the highest standards of integrity and professionalism in our relationship with you and hope to always exceed your expectations with our service.
We Are Here For You
We would love to answer your questions and address your concerns about your money, your goals, asset allocation, risk, what the markets are doing, or anything that’s causing you financial worry. Please don’t hesitate to schedule an appointment using our online calendar and be sure to check out our Social Security webinar.
About Eric
Eric Rolshoven is founder and senior financial advisor at Treasure State Retirement Planning, an independent investment management firm in Florence, Montana. With over 30 years of experience in the financial industry, Eric focuses on providing his pre-retiree clients with customized insurance and financial strategies to protect and grow their assets, achieve financial security, and retire worry-free. Eric is known for explaining advanced financial concepts in an easy-to-understand manner and sees part of his job as helping to bridge any knowledge gaps for pre-retirees and retirees. Eric specializes in helping people maximize their Social Security benefits and holds frequent seminars and workshops in order to help his community be better informed about their financial options. Eric holds a Master of Business Administration with an emphasis in Finance from the University of Montana. When he’s not working, you can find Eric spending time with his wife, Julie, and their two grown children. Eric is a veteran Scout leader and baseball coach and enjoys hunting, fishing, hiking, golfing, and traveling. To learn more about Eric, connect with him on LinkedIn.
Disclaimer/Legal
This information does not constitute an offer to buy or sell any investment product, and does not constitute investment, tax, or legal advice. The information presented here is not specific to any individual's personal circumstances. Because investor situations and objective vary, this is not intended to indicate suitability for any particular investor.
To the extent that this material concerns tax matters, it is not intended or written to be used, and cannot be used, by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Each taxpayer should seek independent advice from a tax professional based on his or her individual circumstances.
These materials are provided for general information and educational purposes based upon publicly available information from sources believed to be reliable—we cannot assure the accuracy or completeness of these materials. The information in these materials may change at any time and without notice.