One of the main reasons we buy life insurance is so our loved ones will have enough money to pay off our remaining debts and final expenses when we die. We also purchase life insurance to provide for our loved ones’ future living expenses. That’s why it may seem unfair that life insurance [...]
Durable Power of Attorney (DPOA): An Essential Estate Planning Tool A Durable Power of Attorney (DPOA) is a vital legal document that empowers someone you trust—referred to as your attorney-in-fact—to manage your financial and property-related affairs if you are unable to do so yourself. This authority typically comes into play if you become [...]
You may be fortunate enough to have a defined benefit plan to help fund a comfortable retirement. These plans are often referred to as traditional pension plans, defined benefit plans promise to pay you a specified amount at retirement. To help you understand the role a defined benefit plan might play in your [...]
What Legal Documents are Important When Your Child Becomes an Adult Whether your child is going off to college, out into the work force, or splitting time between work and school, there are several significant changes that happen once they turn 18 years old. Your child is now legally an Adult. When your [...]
Tax planning plays a crucial role in managing business finances and maximizing profitability. One effective strategy that entrepreneurs and small business owners can employ is the utilization of S Corporations (S Corps) to minimize their FICA (Federal Insurance Contributions Act) and Medicare tax liabilities. By understanding the unique advantages and considerations of S [...]
Buy-sell agreements are legally binding documents between business partners that govern how business interests are treated if one partner or owner leaves the business unexpectedly. A buy-sell for small business owners is a practical approach for safeguarding a company, customers, employees, and other stakeholders. Events that may trigger a buy-sell agreement include: Employment [...]
Umbrella liability insurance is a must for successful entrepreneurs. An Umbrella Liability policy sits on top or over (hence the term umbrella) your other property and casualty insurance coverage, such as auto and home insurance. Umbrella coverage can protect you against a lawsuit for libel and slander or even an accident on the [...]
Even in a bull market, not every investment will be a winner. With the right tax strategy, a losing investment can have a silver lining: You may be able to capture a loss on a stock to: lower your tax liability better position your portfolio for future gains. This strategy is called tax-loss [...]
Qualified Business Income Deduction The qualified business income (QBI) deduction is a tax break that’s been given to certain business owners and self-employed workers since 2018. Offering a potential 20% tax deduction, it’s clearly a pretty big deal for anyone who has to pay self-employment taxes. Unfortunately, that’s where the clarity seems to [...]
Tax Strategies for Entrepreneurs When was the last time your CPA walked you through every legal tax strategy available to you? If you're like most entrepreneurs, the answer is probably, "not often." Most CPAs focus on compliance—getting your tax return prepared and filed correctly. The advice they often provide tends to revolve around [...]
As seen in
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
© 2024-2026 | Echelon Financial | All Rights Reserved
