Services

Complimentary Consultation

Our inital meeting is complimentray....

and intended to help both of us discover whether we can, or want, to work with each other. 

We will begin to get to know each other...

and inform you about our business model and the services we offer. We will address any questions you have about us or our firm and our business model.

We will also learn about you.......

and why you are here, take an initial look at your financial situation, develop your short- and long-term goals, and figure out if and how we can best meet your needs. 

After discovering what you want to accomplish....

and determining we can provide it for you, we will pursue the next step in securing a desirable financial solution to meet your needs through our planning or investment management processes.

Retirement Planning

Retirement is one of the most important goals...

that most working Americans look forward to enjoying at the end of their careers. Planning for the retirement of your dreams takes a sound strategy and a lot of work. It is never the wrong time to start planning for your retirement. 

We know everyone has a different idea of the ideal retirement....

That is why our team of financial planning experts create retirement solutions that represent YOUR values and YOUR priorities. 

Our Retirement Planning process is comprehensive...

and will take you through a series of planning meetings and consultations aimed at figuring out the best ways to meet your various needs and goals. 

We are dedicated to helping you preserve and protect...

your hard-earned money. At McIlrath|Eck, we understand how much your money and assets mean to you, so we are determined to put together a financial plan that converts today’s earnings into tomorrow’s security! 

Our Investment Management Services can be either...

a part of the Retirement Planning process or done as a separate process where you are just looking for investment advice without creating a comprhensive plan.

Through our partnership with Pershing...

McIlrath|Eck has access to an extensive range of investment products and services to choose from.

We are YOUR fiduciary...

and have held ourselves out as one long before the industry came around to commanding it. We believe our job requires that we serve your interests as diligently as possible and constantly take the necessary steps to make sure your goals and preferences come first! 

If you are worried about what happens after you are gone...

and want to know if you have adequately addressed those things by now, Legacy Planning is very important.

Our attorney, Sam Eck, will discuss solutions...

to all the financial implications stemming from problems that could arise as you plan for a worst-case scenario for your family.

Legacy Planning considers...

tax issues. using correct invetment vehicles, retaining control over where and how your assets are disbursed after your death, and many other issues.

The purpose for Estate Planning may seem far off, but...

it is a key area of planning that you cannot recover from once the need for it arises. Do not make the mistake of waiting until it is too late!

Map 

Contact 

Phone: 360-657-8600
Toll-free: 888-248-5077
Fax: 360-657-1819

Disclosures

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Disclaimer
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....

By receiving this communication you agree with the intended purpose described above. Any examples used in this material are generic, hypothetical and for illustration purposes only. None of the McIlrath|Eck Management, its affiliates or representatives is suggesting that the recipient or any other person take a specific course of action or any action at all. Prior to making any investment or financial decisions, an investor should seek individualized advice from a personal financial, legal, tax and other professional advisor that takes into account all of the particular facts and circumstances of an investor’s own situation. Investing involves risk, including the loss of all or a portion of your investment. Nothing contained herein should be construed as a warranty of investment results. Opinions and statements of financial market trends that are based on current market conditions constitute our judgment and are subject to change without notice. We believe the information provided here is reliable but should not be assumed to be accurate or complete. The views and strategies described may not be suitable for all investors.
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