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Manager Overview
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Hutchinson Financial is an experienced, well-regarded financial planning and investment management firm with a proven track record. The company's founding principle is that an understanding of your current financial situation is an important first step in making prudent decisions concerning your financial future. The firm's investment professionals work with you to clarify your needs, options and objectives so that you can confidently take the steps that can help you achieve your financial goals. The goal for each client is to help them achieve Financial Peace of Mind and a comfortable, secure retirement that is free from worry about financial matters. Hutchinson Financial specializes in retirement planning and has developed its own proprietary financial planning process specifically designed for clients focused on retirement planning. The Retirement Discovery Process™ is a systematic approach that can help ensure that you take the right steps to reach the retirement security you have worked so hard to achieve. Hutchinson Financial, an SEC Registered Investment Advisor, is based in Little Rock, AR and also maintains offices in Texarkana, TX. |
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Experience & Disclosure
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My CRD Number:
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1402835 |
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Firm CRD Number:
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111913 |
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Work Experience:
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Prior to founding Hutchinson Financial in 1988, Eric Hutchinson was a successful stockbroker with a major national brokerage firm. He is a CERTIFIED FINANCIAL PLANNER™ professional and a Chartered Life Underwriter with over 20 years of experience in the areas of Financial Planning, Investments, Estate Planning, and Tax Planning. Eric frequently speaks on financial topics to groups throughout Arkansas. He has appeared as a guest on national television with Bloomberg Television in New York, and local television with NBC, CBS, ABC, and FOX affiliates. He has been quoted in The New York Times, Consumer Reports, Investment News, the Arkansas Democrat/Gazette and many other publications. He has authored a number of booklets and articles, and was featured in the 2005 book, “The Trusted Advisor.” Professional affiliations include the Financial Planning Association. |
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Academic Background:
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University of Arkansas at Little Rock |
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Services
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Types of Investments:
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Hutchinson Financial incorporates some combination of stocks, bonds, mutual funds, exchange traded funds, and money market funds in developing an investment plan for a client. Each client's account is customized to suit their indivdual needs, circumstances, and preferences. Investments are made in FDIC insured accounts and SIPC insured accounts. |
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Qualifications
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Certifications, Accreditations and Designations:
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CFP® CERTIFIED FINANCIAL PLANNER™,
CLU Chartered Life Underwriter,
2008 "BEST OF BIZ", Best Financial/Personal Investment Services, selected by readers of "Arkansas Business" |
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Number of Advisors in Office:
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3 |
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Advisor's Number of Clients:
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60 |
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Assets Managed by Advisor:
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$60,000,000 |
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Compensation
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New Client Minimum Portfolio Size:
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$250,000 |
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Fee:
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% of assets directly managed |
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Money Manager Articles
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Charting Your Financial Course - 06/11/2009
How To Find A Financial Professional - 06/01/2009
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