Eric Gaddy
Fiduciary Retirement & Investment Advisor for Pre-Retirees and Retirees
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Fiduciary Retirement & Investment Advisor for Pre-Retirees and Retirees
Areas of Focus
- Investment Management
- Retirement Income Planning
- Retirement Planning
- Roth Conversion Strategies
- Tax-Smart Distribution Planning
About Eric Gaddy
Hi, I'm Eric Gaddy, founder and lead advisor at Live Free Retirement Advisor.I've been a fiduciary financial advisor since 1993. For more than 30 years, I've helped people make smart, confident decisions about their money, with one goal in mind: freedom.
Most of us were handed the same script growing up. Go to school. Get a job. Work for decades. Retire at 65. And one day, often sooner than expected, you look up and think, "Is this really the plan?"
I don't believe retirement should be based on age. I believe it should be based on readiness, financially and personally.
At 48, I realized I had built a successful career that wasn't giving me the freedom I wanted. So I made a change, the same kind of change I'd been helping clients work toward for years. I sold my investment firm, stepped back, and rebuilt the practice on my own terms.
Today, I work with people across the country and right here in Boiling Springs, South Carolina. Some clients want to sit across the desk from me at the office. Others prefer to work over video from wherever they are. Either way, what they get is the same: a fiduciary advisor who knows their situation, thinks about their whole picture, and tells them the truth.
Direct access to someone with 33 years of experience, held to a fiduciary standard as an investment advisor: someone who puts your interests first.
Primary Location
3101 Boiling Springs Rd. Boiling Springs, SC 29316
Meeting Options
- Video Conference
- Phone
Compensation Methods
- Flat Fee
- Hourly Rate
- One-time Financial Plan
- Percentage of Assets Managed
- Subscription
What to expect in the first meeting
Click the Book a Diagnostic Session button above to schedule your complimentary Retirement Diagnostic Session. 20 minutes. We figure out where you are, what you're trying to solve, and whether working together makes sense. No pitch. No pressure. I look forward to speaking with you.Offers Investment Management
Yes
About Live Free Retirement Advisor
Live Free Retirement Advisor is a fiduciary financial advisory practice based in Boiling Springs, South Carolina.I founded Live Free Retirement Advisor to do one thing: help pre-retirees and retirees build a retirement plan strong enough to last a lifetime.
As a retirement income advisor with over 33 years of experience, I work with clients who are within a few years of retirement or already retired and need more than a portfolio manager. They need a comprehensive plan, and the investment management to carry it out.
Through my proprietary Retirement Design Architecture, I build retirement plans across five critical areas:
▪ Income Design: creating reliable income designed to last throughout retirement
▪ Tax Architecture: reducing the lifetime tax burden on retirement assets
▪ Market Risk Management: protecting what clients have built from sequence-of-returns risk
▪ Healthcare and Protection: covering the costs most people underestimate
▪ Legacy and Estate Coordination: ensuring what is left behind goes where it should
Most advisors address one or two of these. We manage the investments and address all five.
I am also the author of Retire Early: What Are You Waiting For?, where I help pre-retirees think clearly about their next chapter.
If you are serious about retiring on your terms, start with a complimentary Retirement Diagnostic Session at session.livefreeretirementadvisor.com
Education
University of North Carolina at Pembroke, BA, Economics
Hobbies and Interests
- Dogs
- Family
- Football
- Music
- Relaxing
- Traveling
SEC Lookup
View DisclosureWho We Serve
- Baby Boomers
- Business Owners
- Corporate Executives
- Couples
- Families
- Gen X
- Individuals
- Living in Retirement
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