For Individuals
Empowering your financial future with tailored planning and expert management
At Echelon Group, we understand that personal financial support is more than just managing numbers—it’s about building a secure and prosperous future tailored to your unique aspirations. Our comprehensive financial planning services encompass every aspect of your financial life, ensuring that each plan is as individual as you are. Whether you’re planning for retirement, saving for your children’s education, or seeking to optimize your investment portfolio, our expert advisors are here to guide you every step of the way.
Guiding Principles
Independent Advisory
Unbiased advice, driven by your goals—not sales quotas
Fiduciary Advisory
We put your best interests first—always
Trust
Built on transparency, nurtured through long-term relationships
Financial Planning
We understand that personal financial planning is more than just managing money—it's about creating a secure and prosperous future tailored to your unique aspirations. Our expert team works closely with you to organize your finances, set clear and achievable financial goals, and develop a personalized roadmap to ensure you stay on track. Whether you're planning for retirement, saving for your children's education, or managing unexpected expenses, we provide the guidance and support you need to make informed decisions with confidence.
Our approach to financial planning is holistic, taking into account every aspect of your financial life. We begin by thoroughly assessing your current financial situation, including income, expenses, investments, and liabilities.
From there, we collaborate with you to identify your short-term and long-term goals, helping you prioritize and strategize effectively.
Our personalized plans are designed to align with your risk profile and investment preferences, ensuring that your financial strategy not only preserves your wealth but also fosters growth. At Echelon Group, we pride ourselves on our commitment to transparency and integrity. As an Independent Fiduciary, we are dedicated to acting in your best interest, providing unbiased advice that is free from conflicts of interest.
Our dedication to client success goes beyond mere financial strategies. We strive to build lasting relationships based on trust and mutual respect, empowering you to achieve financial security and peace of mind.
Portfolio Management
At Echelon Group, our portfolio management services are meticulously crafted to help individuals achieve their financial aspirations. We understand that each client has unique goals and risk profiles, which is why we offer personalized investment strategies that align perfectly with your specific needs.
Our team of seasoned experts actively manages your portfolio, continuously monitoring market trends and adjusting your investments to minimize risks and maximize returns. This proactive approach ensures that your portfolio remains resilient in the face of market fluctuations, safeguarding your financial future. Moreover, Echelon Group is committed to expanding your investment options beyond traditional avenues. We provide opportunities to invest in social priorities and causes that matter to you, allowing you to make a positive impact while growing your wealth.
By choosing Echelon Group, you partner with a trustworthy and morally sound firm that prioritizes transparency and integrity in all its financial planning endeavors. Let us guide you through the complexities of portfolio management with confidence and clarity, helping you make informed investment decisions that align with your goals and values.
Education Savings
Echelon Group understands that planning for your children's education is one of the most important financial decisions you will make. Our Education Savings services are designed individuals with comprehensive solutions to secure a brighter future. If you are an individual striving to build a robust college fund, our expertise ensures that your educational savings goals are met with precision and care.
We offer a variety of options, including 529 College Savings Plans and Education Savings Accounts, each tailored to fit your unique financial situation and objectives. Our team of experts works closely with you to evaluate your needs, risk tolerance, and long-term goals to create a customized strategy that maximizes your savings potential while minimizing tax liabilities. By leveraging tax-advantaged accounts, you can efficiently grow your savings, ensuring that you have the necessary funds to support your family’s educational aspirations.
Individuals benefit from our personalized financial planning services, where we help you navigate the complexities of education savings with transparency and integrity. From selecting the right plan to ongoing portfolio management, we ensure that your investments are aligned with your life goals and aspirations. Our commitment to excellence and client-first approach guarantees that you receive unbiased advice, rooted in trust and designed to empower you to make informed decisions. At Echelon Group, education savings is not just about accumulating funds; it's about creating a foundation for your family's future.
Our dedication to holistic and impact-driven financial planning ensures that every strategy we implement contributes to your long-term success and peace of mind. Let us help you turn your educational dreams into reality with expert guidance and unwavering support.
Estate Planning
We understand that estate planning is one of the most important steps you can take to ensure your family's financial security and preserve your legacy. Our comprehensive estate planning services are designed to align with your unique goals and circumstances, providing you with peace of mind knowing that your assets are protected and your wishes will be honored. We work closely with you to develop personalized strategies that minimize tax burdens, avoid probate, and facilitate the smooth transfer of your wealth to the next generation.
Our team of experienced professionals brings a holistic approach to estate planning, taking into account not only your financial assets but also your personal values and family dynamics. Whether you are looking to create trusts, establish wills, or explore charitable giving opportunities, Echelon Group provides expert guidance every step of the way. We prioritize transparency and integrity, ensuring that you fully understand your options and the implications of each decision. Our commitment to excellence and our client-first philosophy make us the trusted partner you need to navigate the complexities of estate planning effectively.
For individuals, we focus on building comprehensive plans that address long-term financial goals, including retirement planning, education funding, and protecting your family's future.
At Echelon Group, we are dedicated to helping you build a lasting legacy that reflects your life's work and values.
Insurance
Insurance is more than just a policy—it's a fundamental component of your financial strategy and legacy planning. Our comprehensive insurance solutions are meticulously designed to meet the unique needs of individuals.
Individuals can benefit from our personalized insurance services that provide peace of mind and financial security.
We offer a variety of life insurance options, including whole and term life insurance, tailored to fit your specific life stage and financial objectives. Our team takes the time to understand your personal circumstances, helping you choose the right coverage to protect your family, plan for retirement, and achieve your long-term financial goals. With a focus on transparency and integrity, we ensure that you receive unbiased advice and solutions that truly meet your needs.
Our holistic approach means that we look beyond just the immediate coverage needs. We integrate your insurance plans with your overall financial strategy, ensuring that every aspect of your financial health is considered. This comprehensive perspective allows us to create cohesive and effective insurance strategies that not only protect you today but also support your long-term aspirations.
Trust Echelon Group to provide the expertise and personalized service you need to navigate the complexities of insurance and build a secure and prosperous future.
