Erin Sinclair, CLTC®

Advisor

Erin Sinclair is a Financial Advisor focusing on Advanced Care Planning. Erin joined the Financial Services industry in 2008, during the Great Financial Crisis. Erin approaches financial planning differently than most, emphasizing Financial Fitness, no matter your age or stage in life. This is facilitated through the Financial Fitness Game plan, which encompasses multiple areas of one’s life, including life insurance, retirement planning, and elder care planning. This way, it can all be viewed as part of a Financial Plan as a whole rather than separately. This also incorporates strategic partnerships with lawyers, accountants, and property/casualty agents to round out a person’s plan as efficiently and beneficially as possible.

Most people have varying backgrounds in Financial Literacy, and Erin wants to help as many people as possible.

Docere Advisors, LLC
St. George, UT 84770
(435) 500-5370
team@docereadvisors.com

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