Erik Barnes

About Erik

Hi, I'm Erik Barnes, Owner of Retirement Portfolio Partners, a flat fee, fee-only planning firm serving clients 55+, locally in Naperville, Illinois and virtually across the entire country. I’m passionate about helping those who find themselves within 2 to 5 years before retirement answer questions like: 1. When can I afford to retire? 2. Do I have enough money to retire? 3. How much can I afford to spend in retirement? 4. How do I pay less in taxes in retirement? Using this small window before retirement, we can create a strategy that focuses on helping you pay less in taxes, make smarter, more informed investment decisions, and retire sooner. I strive to guide my clients to live into what's most important to them and build confidence around how they think and feel about money. Planning for retirement can be confusing, but it doesn't have to be. While I'm not busy in the office crafting financial plans, you can find me: * Fishing and pontooning with my wife and 3 kids in Hayward, Wisconsin * Relaxing at the beach in Indian Rocks Beach, Florida * Attempting to try every steak burrito ever made * Reading the next book on my list.

Areas of focus

Credentials & background

The firm

Retirement Portfolio Partners

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1755 PARK STREET SUITE 200 NAPERVILLE, IL 60563