Eric Rolshoven
Eric Rolshoven , "Your financial success is our only mission"
Eric Rolshoven's Bio:
Eric Rolshoven is the founder of and senior financial advisor at Treasure State Retirement Planning, an independent investment management firm focused on enhancing people’s financial scenery. He offers multiple workshops on Social Security and Retirement at the Bitterroot College in Hamilton, MT.
Dedicated to helping people with their financial concerns and goals, he specializes in providing comprehensive and personalized financial planning that encompasses all elements of a person’s life, from the immediate needs to their long-term dreams. Through a detailed financial analysis and continuous communication, Eric Rolshoven is passionate about helping people work toward and live in their retirement years on their terms.
Eric Rolshoven serves people from all walks of life, including individuals, families, pre-retirees, and small business owners. Recognizing that everyone’s economic and life situation is unique, he believes personalized service is essential when matching clients with the right financial products and services. With each person he serves, he strives to be their trusted advisor. His primary focus is to provide unbiased advice and develop individualized strategies that are designed to help clients pursue long-term results.
Eric holds an MBA with an emphasis in Finance from the University of Montana and has more than 30 years of experience in financial services. A strong proponent of continued education, he participates in conferences, coaching opportunities, educations classes, and idea sharing with many of his colleagues. Paired with his knowledge, he strives to be trustworthy, caring, and approachable. Treating his clients as an extension of his family, their needs come first in all decisions.
Born in Montana, Eric enjoys serving individuals, families, and businesses throughout the treasure state. Eric and his wife Julie live in the beautiful Bitterroot Valley have two wonderful children, Katie and Cody. They attend the Florence Catholic Church.
To learn more about Eric and his services, visit www.retirenowmt.com or email him at
[email protected].
Eric Rolshoven's Experience:
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Treasure State Retirement Planning at
August 2017 - Present | P.O. Box 1107 Florence, Mt 59833
Eric Rolshoven is the founder of and senior financial advisor at Treasure State Retirement Planning, an independent investment management firm focused on enhancing people’s financial scenery. Dedicated to helping people with their financial concerns and goals, he specializes in providing comprehensive and personalized financial planning that encompasses all elements of a person’s life, from the immediate needs to their long-term dreams. Through a detailed financial analysis and continuous communication, Eric is passionate about helping people work toward and live in their retirement years on their terms.
*Securities and Advisory Services offered through American Independent Securities Group, LLC. (AISG). Member FINRA/SIPC. Treasure State Retirement Planning, Inc. is not affiliated with AISG.
AISG, 1036 E Iron Eagle Drive, Suite 105 Eagle, Idaho 83616 (866)485-4635
Eric Rolshoven's Education:
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University of Montana
1984 – 1986
MBA
Concentration: Finance
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University of Montana
1977 – 1981
Bachelor of Science
Concentration: Forestry
Eric Rolshoven's Interests & Activities:
Golfing, Hunting, Fishing, Baseball