Our Founding Story
TruNorth Financial, LLC is a financial planning and investment firm that was founded by Shawn D. Erickson, CPA in 2024. TruNorth Financial stands as a beacon of trust and expertise, guiding clients toward financial freedom and success across the U.S. After spending several years in the industry, Shawn was disappointed with the level of care and dedication given to individuals seeking financial planning. Inspired to make a difference, Shawn started TruNorth on the principles of family, transparency, and education.
Shawn D. Erickson, Founder & Financial Planner
Shawn has over 8 years of experience in the financial services industry. He has a wealth of expertise in guiding his clients to achieve financial freedom. Shawn's experience has taught him that financial planning isn't just about numbers; it's also about understanding your unique personal and professional goals and crafting a financial plan that aligns all three. As a father and husband, Shawn brings a family-centric approach to financial planning, ensuring that the strategies developed not only meet your financial objectives but also support and secure the well-being of your loved ones. Shawn’s passion for family, transparency, and education led to the creation of TruNorth Financial, LLC.
Our Values
Family is everything to us, and that's reflected in our approach to financial planning. We understand the significance of providing for your loved ones and securing their future. Whether you're planning for your children's education, saving for a dream vacation, or preparing for retirement, we'll work with you to create a plan that puts your family's needs first. TruNorth’s core values are family, transparency, and education. We believe in doing what we say we are going to do when we say we are going to do it and eliminating unnecessary complexities along the way. Our commitment to these values empower our clients with the knowledge and support they need to achieve financial freedom.
Get Started Today!
At TruNorth Financial, we are committed to helping you achieve financial freedom. Whether you're just starting your financial journey or looking to optimize your existing plan, we're here to guide you every step of the way. Let’s plan for your future today!