About Erik O. Klumpp, CFP®
A self-proclaimed pizza connoisseur and graduate of Indiana University, Erik O. Klumpp is a CERTIFIED FINANCIAL PLANNER™ 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 13 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 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) 396-3878 or by email at firstname.lastname@example.org.
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 with a focus on teachers, engineers, and young professionals.
He also provides income tax preparation and planning services through Chessie Tax, LLC.
In his spare time, he enjoys spending time with his wife, two kids, and his Chesapeake Bay Retriever, cheering on his wife’s varsity girls basketball team, perfecting his sourdough pizza dough recipe, and watching the Indiana Hoosiers basketball team.
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 →
Imagine a savings account that allows you to save pre-tax money (like a Traditional IRA, 401(k), or 403(b) plan), allows that money to grow tax-deferred (like all types of IRAs, 401(k)s, and 403(b) plans), and then allows that money to be withdrawn tax-free (like a Roth IRA). It’s a tax savings trifecta! It’s a Roth IRA on steroids, but in… read more →
Earlier this month, I was blessed to again be able to participate in the Indianapolis Mini Marathon, the kick-off event for the Indianapolis 500 festivities in the month of May and the largest half marathon in the country. It’s the 11th time in the last 12 years I’ve been able to run the race. Somewhere between mile six and mile… read more →
- Educators and Teachers
- Generation X
- K-12 Employees
- Young Professionals
Ways Advisor Charges
- Monthly Fee
- Assets Under Management
- Monthly: $75+/mo + $1,000+ upfront
- Hourly: $200/hr
- AUM: 0.54%+