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goal oriented investment programs ... disciplined investment management
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E R F P
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Welcome to ERFP's website. This website is designed to give you general
information about Education and Retirement Financial Planning, Ltd.
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ERFP has a simple mission, we want you to be financially prepared for your
retirement and for the other major financial expenses of your life.
We believe that the first step to being prepared
is to understand the costs, risks and financial support available to you.
For instance, do you know how much social
security you are eligible for and at what point you become eligible?
Do you know how much college financial aid your
child will be eligible for and what form it will take?
Do you know what medicare covers (or more importantly what is
does not) and how to supplement medicare gaps?
Did you know virtually all dependent undergraduate student's parents
qualify for a federally subsidized loan, regardless of income, that funds 100% of the cost of education?
If you answered
"no" to any of the questions above, we may be able to help you. Call us at (254) 754-9499.
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DISCLOSURE: Education and Retirement Financial Planning, Ltd. (ERFP) is
a registered investment advisor located in Waco, Texas. ERFP may only transact business in those states in which it is registered,
or qualifies for an exemption or exclusion from registration requirements. ERFP's website is limited to the dissemination
of general information pertaining to its investment advisory services. Accordingly, ERFP does not, and will not, effect or
attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the
Internet. Any subsequent, direct communication with a prospective client shall be conducted by an ERFP representative or solicitor
that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective
client resides.
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