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Month: September 2020

Oakland, CA | East Bay; Which Factors Contribute to a Healthy Retirement?

Wed, September 30 2020 - 8:07 AM
Hi, I'm Erik Wolfers. I'm the founder and managing member of First & Main Financial. We've been helping clients get through retirement since 2001. Today I want to talk a little bit about a longevity; and this specifically pertains to when people are in retirement or their "golden years". I go to a continuing education conference every year, and this y…

Oakland, CA | Piedmont; Financial Planning and the Emotions of an Inheritance

Wed, September 16 2020 - 12:32 PM
Hi, I'm Erik Wolfers. I'm the founder and managing member of First & Main Financial. We've been helping clients get good outcomes with their personal finances since 2001. We operate as fiduciaries, where our only objective is to do what's best for our clients and help them get the best outcome depending on their circumstances and the preferences. Toda…

Oakland, CA | Piedmont; Managing Tech Volatility with Your Financial Planner

Wed, September 9 2020 - 10:43 AM
Hi, I'm Eric Wolfers. I'm the founder and managing member of First & Main Financial. We've been helping clients realize their financial goals since 2001. We only ever operate in the best interest of our clients and to the highest fiduciary standard. There is a written fiduciary standard, but there are people that operate at a higher level of ethics, so w…

Oakland CA | East Bay; Managing Credit and Using a System for Budgeting Expenses

Tue, September 1 2020 - 10:25 AM
Hi, I am Erik Wolfers. I'm the Managing Member of First Main Financial. We've been helping our clients live healthy financial lives since 2001. Today I want to talk a little bit about a term I coined for one of my clients—that I've since use more with other clients called, "the system." This is related to budgeting, but it's just a simple financial plann…

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