Part of our job is to inform you. Check out these News Articles and past McIlrath | Eck Newsletters about important financial topics!
Find important forms and documents here! You will find account opening forms, documents needed for meetings, and more…
Click here to use these useful tools! Financial calculators, Links to important websites, etc.
Thor is an avid reader. He has provided descriptions of some of his favorite books that dive into important financial or life issues, and listed them here. Enjoy!
Complimentary (no charge)
Financial Plan (FP Meetings 1 and 2)
Unless you have at least $50,000 in assets under our management. Then the plan and two accompanying meetings are complimentary (no charge)
Financial Plan Updates
Unless you have at least $50,000 in assets under our management. Then the update is complimentary (no charge)
Based on a percentage of assets under management.
Extremely competitive versus industry peers
Couples' Wills - $700 ($350/spouse)
Individual Will - $450
Living Trust - $1500
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This website is a general communication being provided for informational purposes only. It is educational in nature and not designed to be a recommendation for any specific investment product, strategy, plan feature or other purposes....