Our Services
Our team of experienced Financial Planners, and invaluable Account Support Staff are committed to serving you and doing everything we can to get you feeling confident about your retirement
Initial Consultation
The Initial Consultation typically lasts 30-90 minutes depending on the breadth and depth of the topics we discuss. We will look over and account for investment assets, insurance policies, real estate, social security income, pensions, and several other parts that make up your whole financial picture. Once we have a general idea of your financial situation, we will start learning about your short- and long-term goals and assess the possible need for a comprehensive financial plan.
Retirement Planning
Retirement may very well be one of the most vital goals that many working Americans look forward to enjoying at the end of their careers. Planning for the retirement of your dreams requires a sound strategy and acute attention to detail. Our retirement process is comprehensive and will take you through a series of planning meetings and consultations aimed at determining the most effective ways to meet your various needs and goals.
We are devoted to helping you preserve, protect, and grow your hard-earned assets according to your capacity and tolerance for risk and your investment return objectives.
Investment Management
Our Investment Management services can either be a part of the retirement planning process or as a separate undertaking whereby the primary advice being sought out is investment-related. Through our partnership with Pershing, McIlrath | Eck has access to a wide range of investment products and services to choose from.
We are your Fiduciary and held ourselves out as one long before the industry came around to commanding it. We believe that our job requires that we serve your interests with a sense of urgency and consistently take the necessary steps to establish your goals and preferences as a priority. Click here to view the Investment Philosophy that guides our investing practices.
Legacy Planning
If you are concerned about what happens to your assets after you are gone and want reassurance that your estate is distributed according to your wishes and not left for the probate courts to decide, we strongly suggest the creation of a Legacy Plan. Our attorney, Sam Eck, will discuss solutions to any financial implications stemming from predicaments that may arise in the event of an untimely death. Legacy planning considers tax issues, utilizing the correct investment vehicles, retaining control over where and how assets are disbursed, among many others.
Education
At McIlrath | Eck, we understand that no one is truly as concerned about your money as you are. If you want to protect, manage, and control your assets, Financial Education can provide a solid basis for intelligent decisions. We offer pre-and post-retirement classes in communities around Puget Sound and are available to hold a personalized class at your company or association.