Broker Check
Eric Anstedt, CRPC ®

Eric Anstedt, CRPC ®

Financial Advisor

My career as a financial advisor started with my grandfather who piqued my interest in investing by reminding me to save half of any money he gave me as a gift. By planning ahead and taking his own advice, my grandfather was able to spend his retirement enjoying time with his grandchildren, traveling and playing golf. As a financial advisor, that’s all I want for my clients – the financial freedom to pursue what’s important to them without worrying if they can afford it.

 

I love the challenge of sitting down with a client, listening to what’s most important to them and then creating a financial strategy that incorporates their goals, risk tolerance and current situation. My approach is holistic, encompassing asset organization, building wealth in a way that’s in line with your values, protecting the wealth you’ve worked so hard to build and finally transferring it to your chosen heirs as efficiently as possible when the time comes. Our partnership is a lifelong investment, and I take great pride in being a financial advisor who will be there to both celebrate your successes and guide you through times of volatility.

 

My practice serves clients throughout northern Illinois with a specialization in retirement planning, retirement income strategies, estate strategies, and tax efficient investing.

 

In my free time, I’m passionate about spending time outdoors, fishing, golfing, and traveling.

I’m also a dedicated husband to my wife, Kirsten. Together, we have one son and one daughter. I'm a Chicago sports fanatic who loves cheering on the Cubs, Bears or Bulls.

 

Send me an email at eanstedt@upstreamip.com or give me a call at (815)-388-2532 to discuss what we can do for you and your financial future.