ABOUT US
Eckman Wealth Management is an independent financial services firm. Our goal is to aid our clients in the creation of sustainable strategies to help them meet their long- and short-term financial goals. Every client's financial circumstances are unique and therefore each financial plan is tailored specifically to those needs.
Peace of mind is key in investment relationships. We have built this firm based on these fiduciary values and our passion for helping our clients achieve their goals.
OUR CORE SERVICES
[01]
Investment Management
Our specialty and our passion, but we're not just stock and bond people. We don't drop you and your specific investment needs into a model portfolio. Instead, we work with you to design a custom portfolio with a dynamic asset allocation.
[02]
Financial Planning
Every person is different, so why wouldn't your financial plan be unique to you? Let's build a plan that accomplishes your goals but remains pragmatic to the realities of life these days. Retirement is usually the ultimate goal, but there's plenty of life before and after that milestone.
[03]
Tax Prep & Planning
Taxes are complex and investments can increase that complexity. We won't leave you on your own come tax time. Our professional tax advisors can help you plan for and execute tax strategies before tax day, when it's often too late to do anything. Offered through CLC Tax Advisors.
EDUCATION CENTER
IRA vs. Roth IRA
Understand the difference between an IRA and a Roth IRA. The document will break down the pros and cons of each type of account.
Budgeting 101
Tips on the best ways to come up with a budget that works for you. The page includes different tools which can help you stay on track.
Exchange Traded Funds
ETFs have become a popular investment tool over the last few decades. The page explains what ETFs are and how they differ from other types of investments.