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.

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

By | 2018-03-16T01:38:04+00:00 June 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+00:00 May 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 [...]