A HIGHER
STANDARD OF CARE
McIlrath | Eck is dedicated to providing client-centered financial planning advice. You can be confident
our advisors are looking out for your best interests.
Our Firm
McIlrath | Eck works with you in a Fiduciary capacity. As your Fiduciary, we put your interests first and assume the legal obligation this creates. We do not receive compensation or fees from other parties for referrals. We hold ourselves responsible for the performance of the accounts we manage, and we strive to be transparent and straightforward about the costs of asset management and the financial planning process. We take pride in our role as stewards of your assets and objectives. Our success is only measured by your ability to succeed and the level of confidence you have in your financial future and our financial planning.
Our Location
3325 Smokey Point Drive
Ste. 201
Arlington, WA 98223
Hours:
Weekdays: 8:30 am – 5:30 pm
We believe that each client should have an investment portfolio designed to meet their personal needs and goals, optimize the risk-reward ratio, and minimize associated costs. The result is a personalized financial plan tailored to each client’s unique situation. Our expert team of financial planners set out to master your full financial picture and become knowledgeable about your lifestyle choices and goals. In doing so, we consider how your beliefs and attitudes impact the decisions you make about money so we may offer recommendations that are intentionally constructed for your ultimate success.
INITIAL CONSULTATION
The Financial Planning process begins with an Initial Consultation. This informal meeting focuses on understanding each other and discovering whether our planning process is the right fit for your unique situation. We accomplish this by learning about you, your current financial picture, and your broader financial and life goals while answering any questions pertaining to these topics.
The initial consultation is typically 30-90 minutes in duration, dependent upon the breadth and depth of the topics discussed.
Well Informed Guidance
Our team at McIlrath | Eck has solved countless types of retirement and estate planning issues for clients from all different backgrounds and with their own unique circumstances. We offer comprehensive retirement planning, investment management, and legacy planning services, all under one roof. Our financial planners take a collaborative approach to developing investment strategies that preserve your assets and increase your financial security for years to come. Having a dedicated team of financial planners allows our clients to receive exceptional service as questions are always answered promptly and our clients are continually informed and updated on all aspects of their financial plan.
WHAT TO EXPECT
While many firms attempt to be all things to all people, we have found that focusing our efforts on retirement planning allows us to more confidently develop individualized objectives that empower our clients with a winning process. We strive to help all of our clients realize comfortability and flexibility in their retirement, through the tried-and-true principles that underly our financial planning process.