I. Cannot. Say. Enough. Good. Things. About. Mindy. And the entire Creative Money team. We've been working with them since 2016 and every time the anxiety starts to build up about money, we reach out to Mindy and are immediately put at ease. My last review read like an infomercial: "Do you ever worry about money? Well worry no more!" and when I was writing this review, those words stuck in my head: if you have ever worried about money (everyone) and don't know where to turn, then your hard work is done, because you've found Mindy and Creative Money. You could not ask for a more skilled, knowledgable, reassuring, talented, fun, thorough, caring, experienced, down-to-earth, friendly team. Financial advisers can sometimes feel a bit slimy or stodgy; NOT THE CASE HERE. Every time we chat with Mindy, she makes us feel like an old friend. And each time we meet she knows our financial information inside and out. I know I'm supposed to keep this short and pithy so here comes the infomercial again: If you worry about money, call Creative Money immediately. Thank me later.

We've worked with Sam from Creative Money twice now and wish we could give six stars! Great company, great staff. Sam was able to take a complicated, half-baked, pie-in-the-sky retirement plan and not only show us how it could work, but also distill it down to something we could easily understand. I've wholeheartedly recommended Creative Money to all my local friends. You can't go wrong with this amazing team.

Extremely helpful and took the fear and overwhelm out of the daunting world of financial planning. Regular check-ins from the creative money team help you feel reassured that you always have access to a knowledgeable team. Highly recommend if you need a reliable financial planning team.

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Extremely knowledgeable, trustworthy, proactive, responsive, and dedicated to doing what's best for his clients. This is how I describe Jimmy (James) Gilbert as a financial advisor. I have been a client of Jimmy's for many years and recommend him to others without reservation. He takes time to understand my individual circumstances and works with me to ensure that I am on track to achieve my financial goals. He always ensures that I understand what we are discussing and backs all suggestions/advice up with evidence and opportunities for questions and clarification. As an educator I appreciate this approach. Jimmy and his team always respond in a timely and effective manner to my calls and emails. If you are looking for a financial advisor I recommend Jimmy (James) Gilbert without reservation.

Jimmy has been my financial advisor for over 15 years. He listens, takes whatever time you need, provides you options based on your individual needs and comfort level, and does his research to make sure you have all the details before you make a decision, without any pressure. He is able to explain your current and future financial status in a way you can understand. He stays in touch and updates you on your status as often or as little as you want. Over the years, as I gained grandchildren, retired and suffered the unexpected loss of my husband, Jimmy has been there, providing the time and other resources to get me through it all. He has set up college funds for the grandkids, helped me to find a probate attorney when I lost my husband, and helped me to continue down a positive and successful financial future. I totally trust him and have referred many of my friends and family to him, all who are extremely happy working with him. You can't ask for better.

Excellent experience with Mr. Gilbert. I have the greatest amount of respect for this man. Trustworthy character, a mastery of all things financial, and a genuinely great person. I will be recommending my family and family friends to Mr. Gilbert in the future.

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I liked best that I didn't have to do extra work learning what you do to do my taxes the right way. I gather the info, send it to you and its done before I know it. If you want someone who knows the ins and outs of taxes and who stands behind you than Erickson Wealth and Tax management is the best. And yes, I will suggest you to my friends.

So easy and straightforward- even during quarantine. They quickly converted everything to phone appointments, seamlessly. Everyone I've dealt with there is on their game, and Daniel answered all of our many questions. Great place!

Curtis is a pleasure to work with and we never worry about tax related issues. Doing business with the Erickson team is very easy. They are very friendly. I had a great experience.

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