What We Offer

Our Services

"We want you to be financially able to do what you want, when you want."

Financial Planning

We help you plan and invest for tomorrow. Financial planning ensures a secure financial future and a comfortable retirement. Eric J. Linger navigates the complex world of investment and financial planning with you — not for you.

Retirement Planning

Retirement planning is one of the most important financial tasks you'll face. We help you avoid difficult financial situations during retirement with a solid plan in place — both before and after you retire.

Estate Planning

Estate planning requires careful consideration of financial and personal affairs and a deep understanding of the ever-changing legal and tax landscape. We work closely with your attorney and CPA and support you in your meetings with them.

Investment Management

We select and continuously monitor investments to improve returns and minimize taxes. Many options exist in the market — not all are equal, and not all are suitable for every investor. We find the right fit for you.

Social Security & Medicare

We navigate the complex Social Security and Medicare rules on your behalf to maximize your benefits. Many clients are surprised at how much difference the right strategy makes.

Pension Buyouts

If you're faced with choosing between a pension or a buyout, all options are analyzed — including options your employer may not have presented. This analysis is done for clients without charge.

Have questions about our services?

No charge for calls or meetings. All calls returned within one business day.