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About Us

Our FirmYour Financial Milestones, 
Our Passionate Pursuit

At e2 Retirement Consulting, our mission is simple: to help clients reach their financial goals. We genuinely care about each client's journey and take pride in witnessing their achievements. Our dedication to client success is the driving force behind everything we do.

Building Trust Through Transparent Financial Strategies

Our firm is built on a foundation of strong core values. Strategy guides our approach, ensuring that every financial decision aligns with your long-term objectives. Communication is key; we believe in open and transparent dialogue with our clients. Our team's experience and analytical skills empower us to provide insightful and effective solutions. Transparency, honesty, and integrity are at the heart of our client relationships, fostering trust and confidence.

Who We areMeet your team

E. Erik Gauger, CFA, CFP, CPFA, QKA

Principal

Erik is the Principal at e2 Retirement Consulting, where he specializes in providing fiduciary advice for retirement clients and corporate retirement plans. With over 28 years of experience in the financial services industry, he's had the..

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Nate Tyley

Nate Tyley, MBA

Portfolio Specialist and Trader

Stuart Friberg

Stuart Friberg

Financial Advisor

A Look Into Our Process 

At e2 Retirement Consulting, our commitment to helping you achieve your financial dreams is unwavering. We are here to support you every step of the way, providing guidance, experience, and a genuine interest in your success.

Step 1: Discovery Meeting

Our process is designed to provide clarity and direction as you navigate your financial journey. It begins with a Discovery Meeting, where we explore your goals and aspirations. Understanding what you aim to accomplish allows us to tailor our approach to your unique needs.

Step 2: Initial Meeting

Next, we hold an Initial Meeting to gather essential information about your financial situation. This step is crucial in forming a comprehensive understanding of your current position.

Step 3: Analyze Data

We then utilize sophisticated software to compile and analyze the information, providing us with a detailed view of your retirement outlook. This analytical approach enables us to create a personalized financial strategy.

Step 4: Financial Plan Meeting

The Financial Plan Meeting follows, where we discuss the results from our software analysis. We walk you through the insights and recommendations, ensuring you understand the path forward.

Step 5: Implementing The Plan

With your approval, we move to Implementing the Plan, putting the strategies into action to help you work towards your goals.

Step 6: Monitor & Review

Finally, we Monitor & Review your progress regularly, making adjustments as necessary to keep you on track. This ongoing process ensures that your financial plan evolves with your life and changing circumstances.

Our History
Our Process

Contact UsTake the first step Toward
Your retirement Goals

Schedule an appointment with our experienced financial professionals to start building a roadmap towards financial security and prosperity for you and your loved ones.

Schedule a Call