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YOUR LIFE. YOUR PLAN.
YOUR PATH FORWARD.
Our Financial Planning Team delivers more than projections. We provide understanding, accountability, and proactive advice that keeps you aligned with your goals - whether you are building wealth, protecting it, or preparing to pass it on.
REAL. ACTIVE. SOLUTIONS.
Your Planning Experience
Comprehensive Planning
We adhere to the CFP® Code of Ethics and Standards of Conduct, ensuring every recommendation is made with integrity, objectivity, and our clients’ best interests at heart. Our seven step Pathway to Pinnacle approach integrates all key areas of financial life—including tax strategies, insurance planning, estate considerations, retirement readiness, investment management, and cash flow planning -creating a cohesive roadmap designed to help clients reach their financial pinnacle with confidence and clarity.
Advanced Technology
Our financial planners use advanced planning software to bring clarity and confidence to every financial decision. This powerful technology allows us to model real-life scenarios, evaluate “what-if” situations, and align each strategy with your unique goals. By combining sophisticated tools with personalized advice, we help provide peace of mind - knowing your financial plan is built on precision, insight, and your
best interests.
Personalized Strategies
We take a personalized approach to financial planning - crafting custom strategies that are designed for your financial scenario. From individuals just getting started to those preparing for or enjoying retirement, our planners tailor each plan to reflect unique goals, resources, and priorities. For clients seeking the highest level of precision, our premier service offers a truly surgical and deliberate approach, designed to optimize every aspect of your financial picture with exceptional detail and care.
Schedule your free consultation today!
Pathway to Pinnacle Planning
Econ Wealth Management’s Seven Steps Pathway to Pinnacle Planning guides clients through a clear, disciplined process that transforms goals and dreams into measurable outcomes. By aligning every financial decision with purpose and long-term vision, this strategy helps clients confidently move from where they are today to the pinnacle of their financial potential.
7.
Monitor Progress
and Update Plan(s)
6.
Implement the Financial Planning Recommendation(s)
5.
Present the Financial Planning Recommendation(s)
4.
Develop the Financial Planning Recommendation(s)
3.
Analyze the Client's Current Course of Action and Potential Alternative Course(s) of Action
2.
Identify and Select Goals
1.
Understand the Client's Personal and Financial Circumstances
Advanced Planning Technology
Personalized Goals
Every client's journey is unique. Our software helps define what matters most - retirement comfort.
Dynamic Projections
Life changes, and so should your plan. We model real-life scenarios to ensure your plan evolves with you.
Collaborative Experience
You get direct access to explore "What If" scenarios, track progress, and visualize your goals in real time.
Personalized Strategies
We implement comprehensive financial planning strategies designed to align each client’s goals with clear, actionable steps. Our advisors use advanced tools and personalized analysis to help clients grow, protect, and distribute their wealth efficiently across all stages of life. Through a disciplined and transparent process, we ensure every strategy supports long-term financial confidence and clarity.
Example strategies include:
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Roth Contributions and Conversion Strategies
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Tax Efficient Income Strategies
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Employer Stock Strategies