Erik O. Klumpp, CFP®, EA Chessie Advisors, LLC

About Erik O. Klumpp, CFP®, EA

A self-proclaimed pizza connoisseur and graduate of Indiana University, Erik O. Klumpp is a CERTIFIED FINANCIAL PLANNER™ and Enrolled Agent that is passionate about helping others create and realize their American Dream. He believes that financial planning is a process and it requires a long-term relationship to be effective. In addition, unlike many “financial advisors” he believes that investment management is a piece of the financial planning puzzle, not the whole puzzle itself.

In over 17 years in the financial planning industry, he has counseled hundreds of clients from all walks of life, from automotive factory workers, teachers and engineers to high-level executives at some of the nation’s largest companies.

If you’re a teacher, engineer or young professional looking for a second opinion, need assistance figuring out your finances, or would like ongoing one-on-one guidance with your finances or investments, Chessie Advisors can help. Contact Erik at (248) 710-0503 or by email at rbx@purffvrnqivfbef.pbz.

Based in Rochester Hills, Michigan, Erik works with clients in Metro Detroit and throughout Michigan. He also works virtually with clients all over the country.

He also provides income tax preparation and planning services through Chessie Tax, LLC and is co-founder and co-owner of the student loan tax preparation and planning service firm, Student Loan Tax Experts™.

When he’s not helping clients, he can be found at his wife’s school, cheering on the Troy Athens Red Hawks, at home playing with his sons, perfecting his homemade sourdough pizza dough recipe (he’s a self-proclaimed pizza connoisseur) or listening to Jimmy Buffet music.

He enjoys vacationing in Folly Beach, South Carolina and spending summer weekends at Indiana Lake in Northern Indiana. Erik is passionate about Indiana Hoosier basketball, Notre Dame football, the Detroit Tigers, and whichever sports teams his sons are on.

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Recently Published

4 Tax Tips to End the Year With a Bang

December 1, 2018

As the year comes to a close, and you’re busy rushing around to get those final presents for the ones you love, here are a few quick, last-minute strategies for cutting your tax bill on April 15. 1. “Take a small example, take a tip from me. Take all your money, give it all to charity.” Unlike the Sublime song,… read more →

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So, My Company is Offering Me a Buyout…

November 1, 2018

Detroit – On October 31, 2018 General Motors announced that it is offering 18,000 salaried employees (those of it’s 50,000 salaried employees with 12 or more years experience) a Voluntary Buyout (Voluntary Separation Program) with a deadline of November 19, 2018. Those who take the Buyout and are accepted will begin receiving severance on January 1, 2019. Companies are always… read more →

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4 Ways to Conquer Open Enrollment

October 1, 2018

This is the time of year when the temperatures turn brisk, leaves begin changing colors and fall, the smell of apple pie fills your kitchen, college football draws you in every Saturday, and you get notice from your employer that Open Enrollment must be completed in the next few weeks. Like tax season, this typically is a stressful time for employees… read more →

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Ideal Clients

  • Educators, Teachers, and Academics
  • Engineering Professionals
  • Young Professionals

Ways Advisor Charges

  • Monthly Fee
  • Hourly
  • Assets Under Management

Fee Options

  • Monthly:  $95+/mo + $1,000 upfront
  • Hourly: $250+/hr
  • AUM: 0.60%+

SEC Records

States Registered

  • Michigan

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