Financial Consulting
Planning & Education Services
At Echo Financial, we focus on what can be controlled so that you are prepared when things happen that you cannot control.
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Smart planning involves knowing what not to do as much as it involves knowing how to proceed. It involves a long-term relationship with an experienced team, one that won’t get sucked into the next financial fad or make risky decisions you’re uncomfortable with. More than 11 years of experience and a focus on education and creative thinking mean that Echo Financial is the smart choice. Contact us today to develop a retirement exit strategy focused on you.
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Who We Are
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Workshops & Webinars
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Resources
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About Us
Echo Financial is here to help you understand your current financial situation, as we are a business for people just like you! We know that as you get older, it may feel as if your life situation is no longer important to financial institutions, but this is not the case with us. Our goal is to help you understand your Medicare and the best Medicare Supplement Plan for your needs, alongside informing you on what is best for your retirement goals. It is time for our senior communities to stop being overlooked when it comes to their financial needs, and we are here to pave the way for our older population to succeed!
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LTC
Giving you the tools to protect yourself and your assets
TAX STRATEGIES
Finding the smart approach to managing your taxes for and after retirement.
ANNUITIES
The right type can provide you with tax-deferred, life-long income and more.
MANAGED MONEY
Get the guidance you need and avoid the purchase costs you don’t.
Medicare Services
Once you reach the age of 65, you will be eligible to receive Medicare, which is our country’s health insurance program. This program will help pay for any healthcare you receive, lessening the financial burden of dealing with the costly expenses associated with such care. At Echo Financial, we understand that Medicare may be something new to you, which is why our team is here to help guide you through understanding how it works while informing you on all other associated factors that have to do with Medicare, as well as information on the best Medicare Supplement Plan. To simply put it, we want to be the team that helps you thrive in your later years, so we feel that it is crucial to help as much of the senior community as possible understand their benefits!
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Just like our Medicare assistance, all of our other services are here to help you succeed in your later years. We want to position as many seniors as possible in such a way that if they face a medical or financial crisis, they are prepared to handle it as best they could. When it comes to living out the rest of your life, it is important to create a retirement plan so that you know what to expect as the years pass by. Our retirement planning is the perfect opportunity for you to receive the knowledge required towards understanding your financial situation. We want to help you keep as much money in your pocket as possible, rather than it going to the government or other institutions such as a nursing home.
To further help promote financial literacy and secure retirement strategies for our seniors, we offer numerous workshops/webinars for educational purposes only. No need to worry about potential sales events, as our priority is to help seniors live the rest of their lives as comfortably and successfully as they can!
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If you are or know a senior who can benefit from financial consulting and Medicare education, look no further than working with us at Echo Financial Services. We are financial experts who truly care about the success of our clients, and will stop at nothing to help you understand your Medicare and financial future needs!
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