Cincinnati, OH
Eric Hamberg
Hi, I’m Eric. I’m a CFP® professional, Vice President, and co-owner of Rik Saylor Financial. I work primarily with families approaching retirement and small business owners who want to understand how the different pieces of their financial lives fit together.
My approach starts with education and clarity. Financial decisions involving retirement, taxes, investments, insurance, an estate, or a business can get complicated quickly. I focus on breaking those questions down into understandable choices and developing a plan around each client’s specific goals and priorities.
I want clients to understand why we’re making a decision, not just what we’re doing. The plan starts with their goals and is built around the life they want their finances to support.
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DREAMS INTO ACTIONABLE PLANS
Retirement Planning
Transition into your golden years with confidence. Our goal is to see to it that you’re prepared for the unpredictable. Let us turn your retirement dreams into actionable plans.
STRIVING TO MINIMIZE YOUR TAX BURDEN
Tax Optimization
We aim to take the ambiguity out of tax planning by utilizing tax-reducing strategies that encompass your overall tax liability. We do it by putting together a game plan that is specific to your needs.
TAKE CONTROL OF YOUR FINANCIAL FUTURE
Financial Planning & Analysis
Personalized wealth management helps our clients protect their assets. We use a holistic approach to financial planning that integrates tax strategy, trust & estate planning, and risk management.
COMPREHENSIVE TAX PLANNING FOR SMALL BUSINESSES
Small Business Tax
Navigating the complex landscape of small business taxes can be daunting. We're here to act as your small business tax advisor, specialized in building comprehensive small business tax planning strategies. We work to minimize your tax exposure and provide tailored advice for your specific business model.
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Eric
Eric Hamberg has served as a financial advisor with Rik Saylor Financial since 2008 and became a co-owner of the practice in 2021. His work focuses on helping families and business owners understand complicated financial questions and make informed decisions around their goals.
A CFP® professional, Eric works across family financial planning, retirement planning, investment and asset management, tax analysis and planning, insurance considerations, estate planning coordination, and planning for small businesses. His approach is highly individualized. Rather than starting with a predetermined solution, he builds planning around what each client wants to accomplish.
Eric also collaborates with CPAs, attorneys, and other professionals when a client’s situation calls for coordinated guidance.
He earned a BBA in Finance and Real Estate from the University of Cincinnati and holds the Series 66 along with life, health, and annuity insurance licenses. Eric has also served Sweet Cheeks Diaper Bank in several capacities, including Treasurer from 2018 to 2020, Board Chair from 2020 to 2022, and Finance Committee member from 2018 to 2023. He was named to the Cincinnati Business Courier’s Forty Under 40 Class of 2023.
Eric and his wife, Autumn, live in West Chester, Ohio, with their four children, including two sets of twins. A second-generation Elder High School graduate and proud West-sider, he enjoys spending time outside with his family and fitting in a round of golf when he can.
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How did you become a financial advisor?
I studied finance and real estate at the University of Cincinnati and began my career as a paraplanner. That gave me the opportunity to learn financial planning from the ground up.
I joined RSF as an advisor in 2008, continued taking on greater responsibility with clients, and became a co-owner in 2021. That progression has shaped how I work today because I learned early that good planning requires both careful analysis and the ability to explain complicated issues in a way people can actually use.
What types of clients do you work with?
I primarily work with families in their mid-to-late 50s who have accumulated significant assets, as well as small business owners.
Many are reaching a point where decisions around retirement, taxes, investments, their business, and their estate are becoming more connected. They want to understand their choices and build a coordinated plan around what comes next.
What areas of expertise do you have?
My work centers on family financial planning, tax analysis and planning, retirement planning, and small business planning.
Depending on the client, that can also involve investment and asset management, insurance considerations, and coordinating estate planning questions with the client’s attorney or other outside professionals.
What kinds of strategies do you help clients with?
Retirement and tax planning are two significant areas of my work. With business owners, I also spend time on business planning and optimization.
The specifics depend on the client. I want to understand their goals, resources, concerns, and priorities before determining which planning strategies make sense for their situation.
What is your favorite part of working with clients?
Helping clients pursue freedom.
That means something different to every person. For one family, it may be reaching retirement with a clear plan. For a business owner, it may mean having more choices about what happens next with the company. I enjoy helping clients define what freedom looks like to them and then organizing the financial planning around it.
What is it like partnering with Savvy?
I appreciate Savvy’s technology and back-office support, but I also value having a broader group of advisors who are willing to help one another.
That combination gives our RSF team additional resources while allowing us to stay focused on our client relationships and planning work.
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Rik Saylor Financial is a marketing brand name offering financial services. Investment advisory services are offered through Savvy Advisors, Inc. (“Savvy Advisors”), an SEC registered investment adviser. Savvy Wealth Inc. is a technology company and parent company of Savvy Advisors.