Shaun

/Shaun Erickson
Shaun Erickson

About Shaun Erickson

Single Point Partners, a fee-only financial planning firm located in Boston, MA, was founded for families who strive to make decisions that are better than “good enough”. We provide context and clarity to the planning, investing, and organization of your entire balance sheet. Our flat fee is the cornerstone of our belief that clients shouldn’t have to wonder “what’s in it for their advisor?” when making decisions. In 2012, Shaun was driven to found Single Point to build 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, Shaun is involved with their pro-bono programs with Dana Farber Cancer Institute, JVS and Compass Working Capital. Shaun is also a member of NAPFA and the XY Planning Network. Our clients are spread across the country, but I live in Boston with my wife Alicia and our three children.

Free Trading! Not Quite…

By |2019-10-15T13:47:46+00:00October 15th, 2019|Categories: Investment Planning, Single Point of View|

This quarter RJ addresses the recent announcements from three major custodians (Schwab, TD, & Fidelity) that they are lowering their trading costs to $0.  You know nothing is free, so RJ shines a light on how custodians really make money and our focus on the all-in costs to our clients when helping you choose who [...]

My Long Term Care Premiums are Going Up…Again!

By |2019-09-19T20:43:35+00:00September 19th, 2019|Categories: Family Planning, Insurance Planning, Single Point of View|

You get a letter telling you your long-term care premiums are going up....again.  What is the first thing you should do?  Personally, I mutter some swear words about greedy insurance companies under my breath first. After that, the next thing to do is take a step back.  Revisit your overall situation and the reason for [...]

Introducing Knudge!

By |2019-09-06T18:01:38+00:00September 6th, 2019|Categories: Single Point of View|

For the past year, SPP has been incubating a new financial technology, Knudge (www.knudge.com).  The idea for Knudge was born out of the work we do for you, our clients, here at Single Point.  In addition to the Planning, Strategy, & Advice, a huge part of our role as your Personal CFO is to act [...]

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 [...]