Econ Financial Services

Planning financial strategies to help achieve the goals and dreams of our client

Econ Financial Services is an independent wealth management practice that focuses in the areas of retirement income planning and portfolio management.  Our independence allows us to work with a number of leading asset managers, trust companies and insurance providers whose products we leverage to create customized client portfolios.  We work in a team approach - striving to give our clients unparalleled service while we tailor their investment plans to meet their individual needs - always with complete integrity and confidentiality.  All our services are offered with an effective cost strategy in mind.  As an independent practice, our loyalty belongs exclusively to our clients.

"A recommendation from a client is a tremendous compliment and a huge responsibility that can never be taken lightly."
Calculators

Loan Payoff

How much will it cost to pay off a loan over its lifetime?

Car Affordability

How much can you afford to pay for a car?

Lease Payment

How much would your monthly lease payment be?

IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.

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Newsletters

Celebrate Life and the Benefits of Insuring It

In addition to the protection it can bring, life insurance can also offer some tax benefits.

Fixed Annuities May Offer Stability

A source of guaranteed income may help remove some of the uncertainty associated with retiring when the financial markets are fluctuating.

Confident in Consumer Confidence?

The consumer confidence index can be a useful tool, but it should play only a minor role in an investor’s overall outlook.

Don't Forget the World

If your portfolio doesn't include some global equities, it may be missing a key dimension.

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