Client-Focused Strategy We want to help you Spend it all every month with confidence.
Nobel Prize-Winning Economist Robert C Merton was quoted as saying…
At Echelon Financial, we help turn your nest egg into a predictable, sustainable income stream.
Taxes impact how much you can spend in retirement without running out of money more than any other variable, and because of our CPAs, we are uniquely qualified to coordinate income, asset allocation and taxes.
Our approach is backed by decades of academic research and helps:
- Keep your taxes low
- Reduce costs
- Maximize your investment return
- Lower portfolio risk
- Preserve your savings
Our approach coordinates your investment income with your other income sources. These include Social Security, Required Minimum Distributions, Pensions, Consulting Income, Rental Income, and any other sources of income you may have.
It is important to carefully coordinate all of your income streams to ensure you don’t trigger any of the tax traps that can result in unnecessary taxes. It’s not uncommon to be in a higher tax bracket in retirement than when you were working full time.
👉 Want to learn more about creating income in retirement.
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Echelon Financial specializes in investment management.
We have a unique approach that involves four founding principles:
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.