Traditional Estate Planning:
- Will
- Powers of Attorney
- Trusts
- Directives to Physicians
Business Owner Estate Planning:
- Operating Agreement
- Buy Sell Agreement
- Funding for Buy Sell Agreement
- Exit Planning
- Business Transition Planning
Estate Planning
Remember that our team is always just a phone call away. Toll Free: 1.800.796.5690
Client-Focused Estate Planning Need help to develop a cohesive plan that preserves your legacy?
Estate planning takes on a new dimension when you own a business. Not only do you need to address ways to control and conserve your assets for your family, but your estate plan must be coordinated with your succession and exit plan for your business.
Effective coordination of both types of planning is vitally important to the optimal outcome for you and your family. We coordinate with you and your attorney to ensure that everything is addressed.
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Your Journey Starts Here
Echelon Financial specializes in investment management.
Our approach is based on four founding principles:
Fee-Based Only / No Commissions
Because we are compensated on asset based fees, our advice isn’t motivated by transaction based compensation.
Fiduciary / You Above All
As a fiduciary advisory, we choose a financial path that is best for you—unbiased by the demands of a corporate parent.
Personalized Advice
Working as an independent fiduciary, we always offer personalized, jargon-free advice for everything money impacts in your life + help executing your plan.
Independent
We are an independent, privately owned firm with no ties to a giant corporate parent.
Plan for Tomorrow, Today.
Our mission is to improve the lives of our clients and their families by providing objective financial advice and exceptional service. Let us show you how.
