Eric Jorgensen, ChSNC


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Eric  Jorgensen, ChSNC

Planning Across The Spectrum

2461 Main St
Glastonbury, CT 06033
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Profile

In 2012 Eric and his family were looking forward to his retirement from the Navy and an opportunity to reconnect after many years living apart due to his son’s disability. As happens to so many of us, life had a different idea, and Eric lost his wife, Christine, to a sudden illness before he retired. Chris’ illness and death resulted in more than just an emotional impact, it highlighted the lack of planning Eric and Christine had done for her, as a stay at home mom.

Eric relied heavily on Chris, and when she died, he was left completely unprepared to raise his Autistic son. In the beginning it felt like he couldn’t get straight answers or didn’t know what questions to ask; and he’ll be the first to admit his own pride often got in the way.

Eric joined Planning Across the Spectrum as a Special Needs Advisor to help families, like his, navigate the disability maze. Eric and Andrew recognize there is much more to a family’s financial well-being than insurance and investment management, often families have much more pressing issues or concerns to be addressed – and Planning Across the Spectrum now has the capability to help its clients and their families get these questions answered.

 

Eric’s role with Planning Across the Spectrum is as an hourly or project-based Advisor, deliberately limiting his engagements with families to answering no more than their top 3 most pressing concerns. He is also available for consults to families who are just getting started and aren’t sure what needs to be done or when.In 2012 Eric and his family were looking forward to his retirement from the Navy and an opportunity to reconnect after many years living apart due to his son’s disability. As happens to so many of us, life had a different idea, and Eric lost his wife, Christine, to a sudden illness before he retired. Chris’ illness and death resulted in more than just an emotional impact, it highlighted the lack of planning Eric and Christine had done for her, as a stay at home mom.

Eric relied heavily on Chris, and when she died, he was left completely unprepared to raise his Autistic son. In the beginning it felt like he couldn’t get straight answers or didn’t know what questions to ask; and he’ll be the first to admit his own pride often got in the way.

Eric joined Planning Across the Spectrum as a Special Needs Advisor to help families, like his, navigate the disability maze. Eric and Andrew recognize there is much more to a family’s financial well-being than insurance and investment management, often families have much more pressing issues or concerns to be addressed – and Planning Across the Spectrum now has the capability to help its clients and their families get these questions answered.

Eric’s role with Planning Across the Spectrum is as an hourly or project-based Advisor, deliberately limiting his engagements with families to answering no more than their top 3 most pressing concerns. He is also available for consults to families who are just getting started and aren’t sure what needs to be done or when.

Firm Description

Additional Locations

Primary
74 Batterson Park Road
Fl 1
Farmington, CT 06032
(860) 606-0977
Maryland Office
1805 BEAVER CREEK LANE
FREDERICK, MD 21702
(860) 606-7060
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Primary Office Location

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CONTACT ERIC JORGENSEN, CHSNC

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