Retirement & Tax Assessment Process
You'll know exactly how we can improve your retirement before you pay us a dollar.
You'll finish knowing exactly where you stand in the 4 key areas of retirement success.
We have found that the best way to start is with a quick 15-minute phone call.
The Six-Step Process
Our Retirement & Tax Assessment Process is a six-step process designed to help you evaluate our services to see if our firm is the best fit for your needs.
Step 1 - Initial Phone Meeting
Before committing your time or ours, this 15-minute phone call will give us both a chance to make sure your situation matches our expertise. After all, you wouldn’t see a knee surgeon if you needed shoulder surgery.
Prescription without evaluation and diagnosis is malpractice
The goal of this meeting is to get perfectly clear on your goals, concerns, and unique financial situation.
Your answers to our questions, along with the documents we requested you bring, will guide our analysis, which will result in plain-English answers to four critical questions.
This is where the magic happens
We will apply over 20 years of experience and hundreds of hours of training and mentoring by the industry’s top experts to help you answer the following questions:
- Can I afford to retire?
- Am I overpaying in taxes?
- Can my portfolio be improved?
- Can I eliminate, or at least reduce, threats to my retirement?
This is where the proverbial rubber hits the road
During this meeting I will explain, in plain English, exactly what you need to do to achieve your financial goals, including the answers to the four questions we asked during our analysis.
This is where you will see, in dollars and cents, how our firm can improve your finances.
At the end of this meeting we will ask you to think about if and how you would like to begin working with our firm and to sleep on it.
Having been in business for more than 20 years, we are in no rush for you to make a decision. Prior to deciding whether we should work together, you will want to answer the following questions:
- Do I like/trust/respect the adviser at Echols Financial Services?
- Will the benefits I receive exceed the cost?
- Do I understand and agree with their retirement planning and investment philosophy?
- Do their recommendations make sense to me?
Step 6 - Paperwork
After sleeping on it, we will follow up to answer any additional questions you may have. If you decide to work with our firm, we will complete the paperwork and start helping you achieve your immediate and long-term financial goals.
This carefully designed process helps you make an educated and informed decision about our firm before paying any fees. This process can also be used to evaluate other firms you may be considering.
We intentionally limit the number of new clients we take each year to ensure we are delivering the highest level of personalized service to our current clients, who are our top priority. If our calendar is full, please email us and we will respond immediately to let you know when we will be taking on new clients again and will be happy to add you to the waiting list.