Comprehensive wealth management demands specific skill sets and professional experience. With strong backgrounds in financial services, investment management, and fiduciary processes, EC Wealth Managment brings the necessary expertise to each clients' financial situation and ensures them that we can work with them to manage complex financial issues.
Our firm provides help in the financial areas below:
Services Offered
- Mutual Fund review
- Asset Allocation Models
- Portfolio Review
- Financial Plans
- Retirement Distribution Options
- Insurance Analysis and Planning
- Money and Cash Management
- College Planning
- Charitable Planning
Investments
- Mutual Funds
- Annuities (Fixed and Variable)
- Retirement plans
- 401(k) plan
- Money Purchasing Plan
- Profit Share Plan
- Simple Employer Pension Plan - SEP
- Simple IRA
- Traditional IRA
- Roth IRA
Insurance
- Life
- Long-Term Care
- Disability
Your Money, Your Plan!
When you take control of your finances, rather than letting them control you, you can live life more fully. Regardless of your age or life stage, you can make financial decisions that move you toward your goals.
Take Control Now