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.

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 [...]

Making Your Estimated Tax Payments Online

By |2018-03-16T03:34:08+00:00June 14th, 2017|Categories: Single Point of View|Tags: , , |

With tomorrow being June 15th, we wanted to update this post from last year as a reminder to pay your quarterly tax estimates.  Below are the links to simplify things and make these payments online. For many of us who have income that is not subject to tax withholding (for example: earnings from self-employment, interest, dividends, [...]

Who is an Aging Life Care Professional, and What Do They Do?

By |2018-03-16T01:38:04+00:00June 5th, 2017|Categories: Single Point of View|Tags: , |

As financial planners, we are often tasked with answering the question of how our clients will fund their advanced care needs later in life.  However, who is helping you make the choices on how, and by whom, that care is provided?  In this Guest Blog Post, Kate Granigan (CEO) & Anna Pollard (Dir of Clinical Services) [...]

Big Planning Opportunity with Health Savings Accounts

By |2018-03-16T01:39:37+00:00May 1st, 2017|Categories: Single Point of View|Tags: , , , , |

In short: fund it and invest it, don't use it.   Potentially, the best way to use your Health Savings Account (HSA) is to maximize the funding of it, but, instead of using the funds year-by-year to cover your out-of-pocket health care expenses, invest the funds and allow them to grow for the future.  The reason [...]