Eric Sachetta

Eric Sachetta, ChFC®, CFP® is a Certified Financial Planner™ practitioner and focuses on financial planning and client relationship management. Eric believes that estate planning provides an opportunity to “look at all things that you value, see how they fit together, and make choices to balance everything and to maximize the things you want to do.”

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Video: The 10 vs. 30 Principle

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If You Own A House You May Need a Trust

Many people believe a trust is only a vehicle for the ultrarich, but that’s not necessarily the...

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