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EKC Advisors, LLP works with individuals and families who are in the accumulation phase as well as persons who are near or in retirement who need and value ongoing comprehensive financial planning.
FINANCIAL PLANNING PROCESS
We believe in the financial planning process of getting to know you and what is important to you first, then gather all relevant information pertaining to your current situation to analyze before making recommendations as to investment selections.
As life happens, we work together to make necessary and prudent adjustments.
What We Do
Our beliefs about insurance consist of knowing what risks lie ahead. We use insurance as a tool to reduce or transfer specified risks that could be detrimental to your financial plan. Based on your personal situation, we find the most competitive insurance companies to purchase insurance policies.
INVESTMENT
MANAGEMENT
We take a disciplined approach to investing that focuses on total return. We believe in risk management and tax awareness for your personal situation. Our relationship with Avantax allows us access to teams of analysts and software, but each of our investment portfolios is designed specific to you.
ESTATE
PLANNING
Estate planning is more than tax planning. Estate planning should have the focus on you and your goals. Together, we develop plans for how to handle your unique situations should they arise. We have helped our clients and their families to allow for as much ease and peace of mind as possible through an otherwise stressful time.
EDUCATION
PLANNING
Tuition can be expensive, but planning for the road ahead can ease your burden. We help you plan for education expenses using a savings plan and investments in a tax optimized account. Using the right type of account, such as a 529 account, and planning can reduce the amount otherwise needed to fund higher education.
RETIREMENT PLANNING
Did you know that Social Security was only designed to replace 40% of income in retirement? Traditionally, retirement funding consisted of 3 sources – social security, employer pensions, and personal savings. As time has evolved, there is greater need than ever on outside personal savings. We work to define a target amount you need for retirement and develop strategies and plans to get you there.
INSURANCE
* Securities offered through Avantax Investment ServicesSM, Member FINRA, SIPC. Investment Managed Solutions (IMS) Platform programs and services offered through Avantax Advisory ServicesSM. Insurance services offered through an Avantax affiliated insurance agency
Avantax affiliated advisors may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state.
The Avantax family of companies exclusively provide investment products and services through its representatives. Although Avantax Wealth ManagementSM does not provide tax or legal advice, or supervise tax, accounting or legal services, Avantax representatives may offer these services through their independent outside business.
This information is not intended as tax or legal advice. Please consult our firm and your legal professional for specific information regarding your individual situation.