Alecia joins Echelon with over 11 years of financial planning and investment experience. Alecia is an alumnus of Xavier University and graduated Magna Cum Laude with a degree in Finance and Marketing. She is also a CERTIFIED FINANCIAL PLANNER practitioner. At Echelon, Alecia will work with her husband Rick to continue growing and differentiating Echelon Wealth Advisors.
Echelon Wealth Advisors is an independent financial services firm whose mission is to help clients achieve their financial goals and improve the financial security of our clients. We strive to create financial stability and security to maintain financial independence for each of our clients. Our focus on integrating wealth, and tax and estate planning, gives us the opportunity to work towards achieving our mission.
Echelon Wealth Advisors is an independent financial services firm whose mission is to help clients achieve their financial goals and improve the financial security of our clients. We strive to create financial stability and security to maintain financial independence for each of our clients. Our focus on integrating wealth, and tax and estate planning, gives us the opportunity to work towards achieving our mission.
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Core-satellite investing is a method of portfolio construction designed to minimize costs, tax liability and volatility - while providing an opportunity to outperform the benchmark as a whole. The core of the portfolio consists of passive investments that track major market indices, such as the Standard and Poor's 500 Index (S&P 500).
For many parents, that opportunity is a college education. Echelon has multiple strategies to help your family save for your child's education. Regardless of which financial vehicle(s) you decide makes sense for you, the most important variable is time. A 529 plan is a tax-advantaged savings plan designed to encourage saving for future college costs.
It's a common misconception that estate planning is only for the wealthiest one percent. In reality, estate planning helps you easily transition assets to loved ones while streamlining the settlement of an estate. We can guide you through the intricacies of estate preparation - helping you plan ahead to reduce some of the financial discomforts of your passing.
Reaching your financial goals is as much about protecting your assets as it is about managing them. At Echelon, we recommend a balanced and customized approach to asset and risk management. Insurance and annuities can be valuable investment instruments as part of your portfolio.
A life insurance policy can help you plan for your family's financial needs and offer features that can help you meet other goals, including education, retirement, tax savings and estate planning.A secure financial future typically includes protecting your retirement income, assets and your independence in the event of an extended care need.
A life insurance policy can help you plan for your family's financial needs and offer features that can help you meet other goals, including education, retirement, tax savings and estate planning.A secure financial future typically includes protecting your retirement income, assets and your independence in the event of an extended care need.
Retirement is a time in your life to look forward to. And while it's never too late to start saving, starting as soon as possible is often the most important step you can take. At Echelon, we can help you navigate the myriad of available investment options and answer your critical questions. So, when the time comes to retire, you're well-prepared to enjoy your retirement years.
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