Erik O. Klumpp, CFP® Chessie Advisors, LLC

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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 eok@chessieadvisors.com.

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.

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4 Tax Tips to End the Year With a Bang

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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…

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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:  $75+/mo + $1,000+ upfront
  • Hourly: $200/hr
  • AUM: 0.54%+

SEC Records

States Registered

  • Michigan

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