Finances are personal. Finding a Financial Planner, then, can be daunting. You want to make sure your personality and values align with one another. Considering that reality, I want to share a bit about what brought me into this business. You might call this Eric Berner’s Why Story.

I have been witness to many things in my personal life that led me into, and keeps me in, this business. I watched my mother, a strong and educated woman, become a widow very suddenly. My father's role in the household was to manage all the financial matters, pay bills and invest for the future. In the blink of an eye, my mother was responsible for all of that. She navigated sudden and deep grief while having to figure out things like where the checkbook was, what bills to pay and when, and where my father had investments tucked away. In the swirl of heavy emotions, she was having to handle decisions that would impact the rest of her life.

It became my mission to assist her in contacting each insurance company, investment broker and bank to make sure that she received all the benefits that my dad had in place for her. It is with the heart of a son, and the experience that I have gained over many years, that I make it my mission to assist people who need some guidance. Emotions can get in the way of making sound financial decisions. I work with my clients to help in the decisions that affect their retirement income, family legacy, financial longevity and charitable giving.

If you are open to advice and have a realistic expectation of returns, or just have a few questions relating to your own financial wellness, I welcome you to contact me without cost or obligation.*

Would you like to have a sound voice about your financial future on your side?

Direct: 615-490-7052
Email: Eric@RockCastleWealth.com

*The free consultation provides an overview of investment and financial planning services offered through LPL Financial . You are not obligated to purchase any products or services as a result of receiving the free consultation.

Securities offered through LPL Financial. Member FINRA/SIPC. 

More About Eric:

Prior to working in financial services, Eric managed operations in the transportation and distribution industries. In these roles, he managed large employee populations and spent hundreds of hours with individuals facing wage garnishments, levies, income tax arrearages, and foreclosures. Eric’s experiences helping employees work through these issues, as well as a variety of personal tragedies, gave him an appreciation and understanding of the impact financial wellness has on individuals and their families during times of stress and suffering. Eric is one of the owners of Rock Castle Wealth Advisors and isa Certified Divorce Financial Advisor (CDFA).