Insurance Optimization

Remember that our team is always just a phone call away. Toll Free: 1.800.796.5690

WE BRING CLARITY To Help You Make Important Life Decisions

At Echelon Financial, our advisors can help you optimize your wealth by minimizing, deferring, or offsetting your tax liability. Life insurance can provide tax-sheltered growth and tax-free payouts, essentially allowing you to grow part of your wealth tax-free for the benefit of the next generation. 

In many cases, the positive impact insurance can have on a portfolio inspires our clients to consider it as an alternative to a traditional conservative investment.  If you have investments inside a corporation, those benefits can be even more compelling – reducing fully taxable investment income and creating tax-free shareholder dividends to distribute the death benefit proceeds. 

We conduct regular in-depth reviews for our clients on the following types of insurance:

  • Life Insurance
  • Long Term Care Insurance
  • Auto & Home Insurance
  • Disability Insurance
  • Umbrella Insurance
  • Health Insurance

Consider Your Options

It is highly recommended that you consider your options carefully. After all, you’re putting your hard-earned money into a financial investment that may or may not serve your best interest.  Talk to a professional financial planner who can guide you as you make your decisions.

Echelon Financial can help take the guesswork out of life insurance.

When you need to review your insurance policy or annuity investments, you can trust Echelon advisor’s to help you build a good investment strategy that you can implement to ensure you and your family’s financial protection.

Reach out to Echelon Financial today to get you started or to review your current policies.


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.


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.

Request More Information

We can help you achieve financial freedom, so you can focus on what you enjoy in your life.

Address: 4201 Bee Cave Road, Suite C-101, Austin, TX 78746
Office: 512.381.4500