At ECI we pride ourselves on creating solutions specifically tailored to each client’s needs. A business owner will need to think differently than, say, a Fortune 500 company executive. A young, non-married, schoolteacher will have very different needs than a 60-year-old married father of 3.

There is no one-size-fits-all solution.

Working directly with clients we can help put together a complete financial plan, or just “fill in the blanks” with the planning they’ve already done. Perhaps just a financial checkup is in order. If no changes are needed, we’ll tell you that. All of our financial checkups are done free of charge.

Working with advisors we can provide valuable solutions in the way of both qualified and non-qualified plans. We believe in the team approach (nobody can do everything) – so we will always work through the advisor with whom we have the relationship. We will never come between an advisor and their client.

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