Eric McNamara: Trusted Financial Planner

02/16/2024

Thank you Oscura Café & Bar for hosting the Let’s Connect networking event! We had a great turnout, and it’s always good to connect with everyone and pass business! I love serving people and helping them meet their financial goals! As someone you can trust, I can help protect your loved ones financially through life insurance, as well as help you put your money to work through a financial tool that fits your goals, risk tolerance, and time horizon. Do you have an old 401k that you need to move into an IRA for greater flexibility and investment options? I specialize in that process and would love to help you! Call me at (575) 808-0381 for a free evaluation!

02/13/2024

We had a great Business networking meeting this morning at Benderson park with Professional Biz Connections BNI group! It is such a great team of wonderful business people in our community. With Valentine’s Day tomorrow, my ask was for all those in love to make sure their loved ones are protected financially in the case of unexpected loss. How about you? Do you have the proper life insurance coverage to take care of the needs of your loved ones? Are you getting the best value possible with your coverage? I would love to serve you in that area! As someone you can trust, I always do what’s best for my clients! Call me at 575-808-0381 for a quick check up! Blessings to you & your loved ones - Happy Valentine’s Day!

03/01/2023

Hello friends! It’s hard to believe February is almost gone! I am making a push to take my business to the next level! I would love the opportunity to EARN your business and be able to serve you and help you achieve your financial goals! I am a licensed fiduciary and principal. I can help in 3 primary ways: #1) Income protection: help with strategies to ensure your families financial future in the event that income is lost because of an unexpected death. #2) Investment planning: analysis of how much money you want to save for retirement (or other goals), and strategies to accomplish those goals. #3) Part time or full time stream of income for servant leader entrepreneurs wanting to build a Christ-centered business. I can train from the ground up and help build a business anywhere in the country! THANK YOU to those who have already allowed me to serve you in your finances - I consider it an honor & a blessing. I look forward to the opportunity to serve more of you (and the friends & family you refer to me)! Feel free to message me, text, or call my cell phone at 575-808-0381 with any questions 😊.

08/31/2022

I’m thankful to be part of a company that values people like I do and is committed to doing what’s right! If you would like a complimentary financial needs analysis to make sure you are on track to reach your financial goals, please call me at 575-808-0381. I would love to be the person you can trust to help!

02/01/2022

Great way to start off the day! Business networking at Nathan Benderson tower with some incredible people! Helping each other grow our businesses in a beautiful location on the water with the sunrise!

01/09/2022

I hope everyone has had a good first week of the new year! This is a great time to evaluate different things in our life, including our finances! When was the last time you reviewed your financial goals? I love helping people save money on auto and life insurance, as well as helping find the right fit of financial products to meet your financial goals (and even help set those goals if needed). There is no cost or obligation to have a meeting - just good, sound wisdom from a professional you can trust as a licensed fiduciary. DM me or give me a call at 575-808-0381 to set up an appointment (in person or zoom). Lets make 2022 our best year yet!

05/26/2021

Hello everyone! I will be leading a Financial Peace University small group at the Bayside East Bradenton Campus beginning June 6 during the 9:15 service. The course is designed to equip people with the tools to get on track financially, pay off their debt, and live by the financial principles laid out in God’s word! It will be a great time of fellowship and growth! I look forward to how God will bless this time. If this is something you are interested in, please pray about being a part of this small group. Anyone is welcome whether you go to Bayside or not.

Here is the link to join the group.

Bayside Community Church on Church Center

03/27/2021

Hello everyone! How would it make you feel to reduce your income tax and increase your retirement savings? I can help you open a retirement account and accomplish both! Would you rather grow your retirement savings tax free? I can help you open a Roth IRA. I specialize in retirement planning for families as well as business plans and options! No cost or obligation to get the information. I enjoy serving, educating, and empowering. Give me a call at 575-808-0381 to take the next step with your financial planning!

03/17/2021