Shaun

/Shaun Erickson
Shaun Erickson

About Shaun Erickson

Our clients utilize us as a partner to help them feel confident in the decisions they make in life. An ideal client for us is someone who is looking for advice beyond the allocation and management of their liquid investment portfolio. Single Point was founded as a firm that was focused on the agenda of our clients. The name of our company was born from the idea of being a "single point of contact" for our clients. We recognize that we do not have all of the answers, therefore, we have built our business around a great network of experts and resources for our clients. We place an important focus on researching, vetting, and collaborating with various professionals and services for our clients. When we don't have the answer, we pride ourselves on knowing the right questions to ask, and who to ask them of. As an active member of Financial Planning Associations of MA, I am involved with their pro-bono programs with Dana Farber Cancer Institute. I also serve on the Bord of Directors for the MA Chapter of the FPA as the Director of Advocacy. Our clients are spread across the country, but I live in Boston with my wife Alicia and our three children.

Happy Father’s Day!

By |2019-06-14T20:15:20+00:00June 14th, 2019|Categories: Family Planning, Single Point of View|

Pretty cool to get to share a story about my dad in this article. He's one of those guys that is always looking for ways to use his talents to help other people - looking for nothing in return. I hope a little bit of that rubs off on me. Happy Father's Day! [...]

SPP Welcomes Martin Shore

By |2019-02-04T21:58:28+00:00February 1st, 2019|Categories: Single Point of View|

The Single Point team continues to expand.  One of the most rewarding things for me personally is seeing the extremely high caliber of people we have been able to add to our group. It says a lot about our current team and our approach to working with families that we are attracting such talent. In getting [...]

Almost Famous

By |2019-01-04T03:56:55+00:00January 4th, 2019|Categories: Charitable Planning, Single Point of View, Tax Planning|

I feel so fortunate to be surrounded by such a smart and talented team at Single Point.  Each day, I get to witness firsthand what an exceptional planner Seth Corkin is, it is great that the rest of the financial planning world is able to get a little glimpse.  I want to share with you that [...]

Review Your Health Insurance Plan

By |2018-10-15T18:35:04+00:00October 15th, 2018|Categories: Family Planning, Insurance Planning, Medicare, Single Point of View|Tags: |

For many people, fall marks the beginning of the open enrollment period for health insurance and other benefits.  For SPP clients you can expect to hear from Mary Casady in the coming weeks to collect some data for analysis (assuming you are either on Medicare/Exchange or have workplace coverage enrollment this time of year). This is [...]

SPP Welcomes Mary Casady

By |2019-05-25T12:16:07+00:00October 11th, 2018|Categories: Personal CFO, Single Point of View|Tags: |

We could not be more excited to announce the addition of Mary Casady to the SPP team as our newest Planning Analyst.  As our team continues to grow, I am encouraged by the various paths we have all taken to arrive at Single Point.  I know these unique experiences help us approach issues from various angles, [...]

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How To Protect Your Children From Identity Theft

By |2018-08-28T17:43:37+00:00August 28th, 2018|Categories: Family Planning, General Planning, Single Point of View|Tags: |

We wanted to share this great article from the Wall Street Journal, "New on Parents’ To-Do List: Checking Children’s Credit History".  In it you will find some important resources for protecting your children from identity theft.  Experian estimates that identity theft will affect one in four children before they become an adult.  It's important to stay [...]

Elf Spotting, Financial Advisors & Fiduciaries

By |2018-08-01T01:06:54+00:00July 31st, 2018|Categories: General Planning|Tags: |

It's been just over 2 years since I made this post.  The sentiment of the video and my remarks are as true today.  It was circled back to me from a great friend and client today, so I thought I would re-share it with all of you....   Thank you John Oliver for explaining the problems [...]

SPP Featured in Investment News

By |2018-06-12T20:54:06+00:00June 12th, 2018|Categories: Personal CFO, Single Point of View|Tags: |

Excited to see that our conflict free model is gaining some national recognition.  Thought you might enjoy the article below: At this firm, flat fees are about offering conflict-free advice At Boston firm Single Point Partners, adviser Seth Corkin says clients don't have to worry about what's motivating advisers' recommendations By Jeff Benjamin   |  June 9, 2018 [...]

The Conversation Project

By |2018-03-16T03:25:01+00:00November 22nd, 2017|Categories: Single Point of View|Tags: |

Many of us will be enjoying the next few days surrounded by family and friends.  I'm thankful to have this time to spend with mine.  There will be conversations about kids, sports, work, and I'm guessing in many houses in America, politics (hoping to avoid the last one at our Thanksgiving dinner). There is another [...]

Seth Corkin: SPP Welcomes New Personal CFO

By |2018-03-16T01:43:58+00:00September 14th, 2017|Categories: Single Point of View|Tags: |

Single Point Partners is very excited to announce the addition of our newest Personal CFO, Seth Corkin. I was first introduced to Seth through a pro-bono financial planning initiative we are both engaged in.  Through these initial interactions, it was immediately clear to me that he is a highly talented individual with a passion for financial [...]