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Financial Services

How We Can Help You

At Echelon Planning Group, we pride ourselves on our holistic planning approach, which encompasses every aspect of your financial well-being.

From spending and saving to retirement planning and investment management, we take a comprehensive view of your financial status to develop a strategy that aligns with your goals and objectives. Our proactive approach ensures that we stay ahead of the curve, using the most efficient methods available to help you achieve financial success. Whether you're planning for retirement, saving for college, or navigating complex tax situations, our dedicated team is here to guide you every step of the way. Explore our range of services below and discover how we can help you build a solid foundation for your financial future.

A Look Into Our Process

A Look Into Our Process

At Echelon Planning Group, we believe that every individual deserves a personalized financial plan that aligns with their unique goals and dreams. Our comprehensive process ensures that we understand your vision for retirement and your current financial situation, allowing us to create a tailored plan that help will guide you towards a secure and fulfilling future.

Step One:
Dream It

Schedule a meeting, where you’ll share your goals and dreams, so we fully understand your vision for retirement and your current financial situation.

Step Two:
Plan It

With your goals in mind, our Echelon Holistic Guidance Plan will help translate your retirement dreams into clear action steps.

Step Three:
Live It

While you enjoy retirement, we’ll monitor regularly to help ensure your plan stays on track for as long as you live.

Holistic Financial Planning

With our comprehensive approach, we consider all aspects of your financial life, ensuring that decisions are interconnected and aligned with your goals. Our knowledge can guide you through the complexities of financial planning, addressing areas such as retirement, college planning, taxes, and estate planning. By providing an objective perspective and building a long-term relationship, we help you make informed decisions, adapt to changing circumstances, and achieve financial success. Trust us to navigate the intricacies of financial planning, offering confidence in your financial future.

Investment Management

When it comes to growing and protecting your wealth, having a knowledgeable guide by your side can make all the difference. As your dedicated advisor, we bring a deep understanding of the financial markets, investment strategies, and risk management. We continuously monitor market trends and adjust your investment portfolio accordingly, ensuring that it remains aligned with your goals and risk tolerance. With our expertise, we help you navigate through market volatility, make informed investment decisions, and optimize your portfolio's performance.

Understand Your Risk Score

Debt Management

Dealing with debt can be overwhelming and have a significant impact on your financial well-being. We have the expertise to assess your debt situation, create a personalized plan, and guide you towards financial freedom. We analyze your debt structure, interest rates, and repayment options to develop a strategy that aligns with your goals and financial capabilities. Our objective perspective helps you make informed decisions, prioritize debt repayment, and optimize your cash flow. Our team can provide you with a clear roadmap to reduce and eliminate debt, empowering you to achieve long-term financial stability.


Insurance is a key component of a comprehensive financial plan, providing a safety net for unexpected events and ensuring financial security for you and your loved ones. We will thoroughly assess your insurance needs, considering factors such as life, health, disability, and long-term care coverage. With our expertise, we help you navigate the complex insurance landscape, selecting the appropriate policies and coverage amounts to mitigate risks and safeguard your financial future. We will also regularly review your insurance coverage, making adjustments as needed to accommodate changes in your life circumstances.

Our insurance services also include, but are not limited to:

  • Long-Term Care Strategies
  • Life Insurance

Tax Planning

Taxes can significantly impact your financial situation, and proactive tax planning is essential to optimize your tax efficiency. We can work closely with you to analyze your financial situation, identify potential tax-saving opportunities, and develop strategies to minimize your tax liability. By leveraging our expertise, we ensure that you take advantage of available deductions, credits, and tax-efficient investment strategies. We provide year-round tax planning, collaborating with your tax professional to ensure seamless coordination. With our guidance, you can confidently navigate the complexities of tax planning, maximize your after-tax income, and achieve your financial goals.

Estate Planning

Estate planning is not just about distributing assets – it's about ensuring that your wishes are carried out, minimizing taxes, and protecting your loved ones' financial future. Our team can guide you through the complexities of estate planning, working closely with estate planning attorneys and other professionals to create a comprehensive plan tailored to your specific needs. We will help you identify your goals, establish trusts, designate beneficiaries, and develop strategies to minimize estate taxes. By proactively addressing estate planning, we ensure that your assets are distributed according to your wishes, minimize the burden on your loved ones, and provide financial security for future generations.

Our estate planning services also include, but are not limited to:

  • Trusts
  • Probate
  • Charitable Giving

Employee & Government Benefits

Navigating the complexities of employee benefits and government programs can be overwhelming, and making informed decisions in these areas is crucial to your financial well-being. Our experienced professionals have a deep understanding of the intricacies of these benefits and programs. We can help you maximize your employer-sponsored retirement plans, such as 401(k)s or Thrift Savings Plans, ensuring you take full advantage of employer contributions and tax advantages. Additionally, we guide you through the intricacies of Social Security, Medicare, and other government benefits, helping you make informed decisions that align with your financial goals.

Our employee and government benefits include, but are not limited to:

  • Retirement Income Strategies
  • Annuities
  • IRA & 401(k) Rollovers

College Planning

Planning for your child's education can be overwhelming, both financially and logistically. We are here to help you navigate the complexities of college savings plans, financial aid, and scholarship opportunities. By analyzing your financial situation and goals, we develop a personalized strategy to make college more affordable and attainable. Our team can guide you through the process of maximizing savings, exploring tax-efficient college savings options, and understanding the financial aid application process. With our experience, you can make informed decisions, mitigate the burden of student loans, and provide your child with the best possible education.

Our experienced professionals want you to feel comfortable and confident in your financial future, and we believe that the services we offer can help you achieve that. We hope you'll browse the various resources available on our website, and we welcome the opportunity to meet and discuss your unique financial circumstances.

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