OUR APPROACH IS DIRECT
Our team at McIlrath|Eck are first passionate about being financial educators in the greater Snohomish, Skagit and Whatcom County areas. We believe in developing a deep client trust, open communication, and encourage an individual and common sense approach to financial planning. Because we offer comprehensive retirement and legacy planning services all under one roof, you will always have access to your Advisor and answers to your questions.
OUR PLAN IS TO KEEP YOU INVOLVED
Because our approach is direct, you will be able to work one-on-one with your financial planner who will develop your investment strategies. Your family depends upon you to protect not only your assets, but also what may become theirs as well. We want to make sure that you are always up to date with your retirement plan, and that you are at the head of the table when discussing your investment goals and objectives.
OUR PHILOSOPHY
We believe that each client should have an investment portfolio specifically designed to meet their needs and goals, optimizing the risk-reward ratio and minimizing any associated costs.
To accomplish our objective, we assess each client’s individual goals, investment temperament, expectations, timeline and general attitudes towards investing. With this information, we are able to customize a strategy which will allow the client to reasonably expect to achieve his or her goals with peace of mind.