Eric Rolshoven is the Founder of and Senior Financial Advisor at Treasure State Retirement Planning, an independent investment management firm focused on enhancing people’s financial scenery. Dedicated to helping people with their financial concerns and goals, he has expertise in providing comprehensive and personalized financial planning that encompasses all elements of a person’s life, from the immediate needs to their long-term goals.
Eric is passionate about helping people work toward and live in their retirement years on their terms. Recognizing that everyone’s economic and life situation is unique, he believes personalized service is essential when matching clients with the right financial products and services. His primary focus is to provide unbiased advice and develop individualized strategies that are designed to help clients pursue long-term results.
Treasure State Retirement Planning
419 Tie Chute Lane
Florence, MT 59833
Securities and Advisory Services offered through American Independent Securities Group, LLC. (AISG). Member FINRA/SIPC. AISG is an SEC Registered Investment Advisor. Treasure State Retirement Planning, Inc is not affiliated with AISG.
The presentation is not intended to be legal or tax advice. The presenter can provide information, but not advice related to social security benefits. Clients should seek guidance from the Social Security Administration regarding their particular situation. The presenter may be able to identify potential retirement income gaps and may introduce insurance products, such as an annuity, as a potential solution. Social Security benefit payout rates can and will change at the sole discretion of the Social Security Administration. For more information, please direct your clients to a local Social Security Administration office, or visit www.ssa.gov.