INVESTMENT MANAGEMENT

McIlrath | Eck LLC is here to help make your financial life as predictable and simple as possible. When you allow us to create a financial plan for you, we dedicate ourselves to coordinating every aspect of your wealth management plan that takes into account your lifestyle and interests. We keep all aspects of our services in house while we consult with your other relevant and helpful professionals such as estate attorneys and insurance specialists. We take a comprehensive approach to investment management so you can have confidence in knowing that you are benefiting from a high return on investment.

Thor McIlrath offers investment management, financial planning and complimentary consultations. Throughout the investment management process, you are kept continually informed and your questions are always answered quickly and to your satisfaction!

At McIlrath|Eck, we are committed to addressing every facet of your financial picture so you can approach your retirement with confidence and assurance while feeling optimistic about your financial future. This comprehensive approach to investment management is designed to eliminate worry and stress and allow you to approach your retirement with enthusiasm and optimism!

INVESTMENT MANAGEMENT

  • Draft and Implement a Comprehensive Financial Plan
  • Develop an Investment Policy Statement
  • Coordinate Estate Planning with Estate Planning Attorneys
  • Review Cash Flow Strategies to Allow for Retirement Plan Funding
  • Review Gifting Strategies
  • Debt Management
  • Insurance Needs Analysis for Life, Disability and Long Term Care
  • Investment Portfolio and Asset Allocation Analysis for Purchasing
  • Power Preservation and Growth
  • Retirement Plan and Employee Benefits Analysis
  • Coordinate Tax Planning Strategies with CPA
  • Employee Stock Option Analysis
  • Net Worth Analysis
  • Cash Flow Analysis
  • Financial Goal Setting Retirement Cash Flow and Investment
  • Allocation Strategies and Implementation

We select our investments from stock and bond mutual funds, Exchange Traded Funds (ETF’s), Treasuries, CDs, individual bonds and stocks in all risk categories

Through our partnership with Pershing, McIlrath | Eck has access to a wide range of investment products and services. We can choose from among more than 10,000 mutual funds as well as utilize a full range of specialized investment vehicles. These diverse investment options allow us to better serve your personal and unique financial needs. It’s all about serving you well and making sure your interests always come first!

You will receive simplified, consolidated statements reflecting all your investment positions and transactions.  Because we believe transparency is critical to your peace of mind, we offer you full visibility to your accounts online.  You are also welcome to contact us at any time to discuss your investments with McIlrath | Eck.   As an added convenience to you, at the end of the year we provide you with a 1099 tax form and a summary statement that allows you to simplify your tax return preparation.


McIlrath & Eck

3325 Smokey Point Drive, Suite #201
Arlington WA 98223

 

 

360-657-8600
Toll-free: 888-248-5077
fax: 360-657-1819

 

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