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Echo Financial was founded as a result of realizing that there is a lot more suffering in the world than there should be, and we intend to do something about that. We noticed a need being overlooked within the senior communities that we served. Seniors needed help to stay in control of their money instead of giving it to the government (taxes), nursing homes (LTC), or hospitals. Our seniors need help ensuring that when they retire, they do not run out of money and that they have access to quality healthcare, and that’s exactly what Echo Financial is here to do. During your later years, you can come to us for financial guidance and assistance navigating Medicare and the best Medicare Supplement Plan to suit your needs.

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Our Mission

Ultimately, our mission is to position as many seniors as we can in such a way so that if they face a medical or financial crisis, they are prepared to handle it in the best way possible. We focus on what we can control so that our clients are prepared when things happen that they cannot control.

At Echo Financial, we believe that leading with education can solve many of the financial pitfalls that seniors succumb to. That’s why Echo Financial provides free educational resources to the public by way of seminars and webinars. These events are strictly educational, so you don’t have to worry about hearing any sales pitches. The purpose of our workshops is to provide sound and valuable financial information to the public. All of our workshops are educational only, and no specific products are endorsed.

Contact us today for additional information or to get started.