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.