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 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.
When to take your Social Security can be one of the most important retirement decisions you can make for you and your spouse. There are over 567 different Social Security Claiming Strategies for couples. Maximizing your Social Security Income can result in over $100,000 of additional lifetime income.
And the painful truth is that one of you will outlive the other. The right Social Security claiming strategy will maximize the Survivor Benefits for your spouse, whichever of you lives longer.
👉 Want to learn more about creating income in retirement.
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Echelon Financial specializes in investment management.
Our approach is based on 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.