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Retirement & Education Planning

Secure Your Retirement and Education

1 h 30 min
200 US dollars

Service Description

Develop a comprehensive plan that balances saving for your retirement with funding your child's college education. This strategic session ensures you safeguard your financial future while supporting educational goals.


Contact Details

eric@epersonalcollege.com


Eric Flaten

355 Pugsley Pl NW

East Wenatchee, WA  98802

(425) 330-3445

Contact us

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© 2025 by ePERSONAL COLLEGE, LLC

Investment advisory and financial planning services are offered through Simplicity Wealth, LLC, an SEC-registered investment adviser. SEC registration does not constitute an endorsement of the firm, nor does it indicate that the adviser has attained a particular level of skill or ability. Insurance, Consulting and Education services offered through ePersonal Financial.ePersonal Financial is a separate and unaffiliated entity from Simplicity Wealth.

​​ADV 3 Simplicity Wealth March 2025 Final.pdf

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