Wealth Planning Strategies for Affluent and High-Net-Worth Families in Austin Are you managing millions in assets but still using the same financial playbook from your wealth-building years? Today I'm sharing the advanced wealth strategies that actually work for families with significant assets in and around Austin. If you want answers to questions [...]
The Mega Backdoor Roth Strategy: Your Path to Tax-Free Retirement Wealth Introduction I've guided many clients through the powerful "mega backdoor Roth" strategy. This approach involves the strategic rollover of after-tax 401(k) contributions into a Roth IRA, creating a pathway to maximize your retirement savings with tax-free growth and withdrawals. The result? [...]
The Yield Curve: Your Essential Guide to Understanding Market Signals and Making Smarter Financial Decisions I want to give you a thorough understanding of one of the most powerful economic indicators available - the yield curve. This knowledge will help you navigate changing market conditions and make more informed decisions about your [...]
The Fiduciary Advantage: Your Guide to Selecting a Financial Advisor Who Truly Works for You Introduction: Why the Advisor You Choose Makes All the Difference In today's complex financial world, finding the right guidance can dramatically impact your financial journey. As an advisor who has worked with hundreds of clients throughout their [...]
How a High-Earning Business Owner Saved $1.2 Million in Taxes Using IRA Strategies I want to share a story about one of my clients, John, a 50 year old successful entrepreneur. He owns a manufacturing company and has been building wealth aggressively. John came to me because he was frustrated with his tax [...]
Keeping More of Your Money in Retirement: Tax Strategies Made Simple Introduction: Strategies to Reduce Your Retirement Taxes Many retirees are unaware of the tax traps waiting for them in retirement. Why? Because they have never drawn Social Security, been on Medicare or taken withdrawals from their retirement accounts. But don't worry [...]
The Strategic Advantage: Using ESOPs for Business Succession Planning As a financial advisor with decades of experience in business transition planning, I often find that business owners face important questions about succession. Many want to know: "What's the best way to exit my business while protecting my financial future and maintaining my [...]
Donor Advised Funds: The Smart Tax Move for High-Income Investors If you're a high-income investor looking to save on taxes while supporting causes you care about, I have good news. You don't need to choose between these two goals. In fact, with the right strategy, you can dramatically reduce your tax bill [...]
Understanding the SECURE Act 2.0: A Financial Advisor's Guide It is important to understand the SECURE Act 2.0 and how it can shape your retirement planning strategy. This significant legislation, signed into law on December 29, 2022, introduces many changes that can benefit your financial future. Let's break down the key components [...]
Smart Money Moves: Your Guide to Financial Optimization in 2025 I'm excited to share practical strategies to strengthen your financial foundation in today's economic landscape. Smart money management isn't about complex maneuvers—it's about the fundamentals and implementing proven strategies consistently. Let's explore nine key approaches that can dramatically improve your financial health [...]
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Echelon Financial is an independent Austin-based firm helping clients build better relationships with their money, their family, their work, and their future.
Your goals. Your values. Your life.
Contact
Address: 4201 Bee Cave Road Suite C-101, Austin, TX 78746
Office: 512.381.4500
Toll-Free: 1.800.796.5690
Email: info@echelonfinancial.com
Our Services
Tax Strategy
Wealth Management
Personal CFO
Asset Protection
Exit Planning
Tax Preparation
Goal Based Planning
Bookkeeping / Accounting
Echelon Financial is a member firm of The Fiduciary Alliance, LLC which is an SEC registered investment adviser located in Greenville, South Carolina. Advisor and its representatives are in compliance with the current filing requirements imposed upon SEC registered investment advisers by those states in which Advisor maintains clients. Advisor may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements. Advisor’s web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of Advisor’s web site on the Internet should not be construed by any consumer and/or prospective client as Advisor’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any testimonials or endorsements contained on this page or in videos may be given by current clients or non-clients and are not paid for. There are no conflicts of interest involved with any of those individuals’ giving testimonials or endorsements. ces
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