OUR APPROACH IS DIRECT & PERSONAL

Our team at McIlrath|Eck are first and foremost passionate about being financial educators in the greater Snohomish, Skagit and Whatcom County areas. We believe in developing a deep client trust that is based on open communication and a common sense approach to financial planning — focusing on your lifestyle choices and your financial goals! Our mutually reached decisions regarding your retirement plan take into consideration every aspect of your financial life — with all of its unique circumstances and personal objectives.

At McIlrath|Eck, we offer comprehensive retirement and legacy planning services all under one roof. This means you will always have your questions answered promptly and satisfactorily by your knowledgeable friendly financial advisor. You can count on us to serve you and ensure that you are continually informed on all aspects of your retirement plan. We are here to help you be responsible stewards of your investments and income.

OUR APPROACH IS KEEPING YOU INVOLVED

At McIlrath|Eck, we take a client-centered approach to investing and life planning. In working closely with you, our client, the goal is help you better understand and simplify, and manage your finances. We take a unique approach to financial planning by talking with you — not at you — so we can create a clear path toward a shared vision of the future. Because our approach is direct, you will always have access to your financial planner. McIlrath|Eck advisors take a collaborative approach to developing investment strategies that preserve your assets and increase your financial security for years to come!

As your family depends upon you to protect their assets and next generation wealth, you depend on McIlrath|Eck to serve as reliable stewards of your funds so you can look forward to a stable and rewarding retirement. Our expert financial planners put you at the head of the table when discussing your investment goals and objectives because it’s your money and it’s your retirement.

OUR PHILOSOPHY — KEEP IT PERSONAL

We believe that each client should have an investment portfolio specifically designed to meet their personal needs and goals, while optimizing the risk-reward ratio and minimizing any associated costs. The result is a customized, personal, financial plan. This is why we make it a priority to really get to know you, not just as a client, but as a person. Our expert financial advisors set out to not only learn about your full financial picture, but to become knowledgeable about your lifestyle choices and goals! This approach allows you and your advisor to create a retirement plan that is satisfying and achievable.

To accomplish our objective, we assess your individual goals, investment temperament, expectations, timeline and your general attitudes towards investing. We get to know you on a personal level as we integrate all areas of your financial life to create your personalized financial plan that doesn’t just look good, but is sound financial strategy. Our highly trained financial advisors also consider how your beliefs and attitudes impact the decisions you make about money. With this personal profile information, we are able to customize a personalized strategy which allows you — our client — to reasonably expect to achieve your goals with confidence and peace of mind.


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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