About the Author: 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.