Financial planning
Personalized plans shaped around clients' finances and goals.
McIlrath and Eck
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About McIlrath and Eck
In Arlington, McIlrath and Eck is a financial advising firm providing financial planning and investment management. Its services include retirement planning and legacy planning, with recommendations developed around each client's financial picture, lifestyle, beliefs, and goals. The process begins with an initial consultation with one of the firm's four advisors to discuss current finances, broader objectives, and questions about planning. Advisors then work collaboratively with clients to develop investment strategies and personalized financial plans. The firm also describes its work as fiduciary, with client interests placed first and costs explained transparently. Planning focuses on retirement, alongside investment and legacy needs, and the team keeps clients informed about their financial plans. Consultations are held at the firm's Arlington office.
Disclosure: Profile information has been compiled from publicly available sources and has not yet been verified by the business.
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Services & specialities
Highlights
Retirement planning
Planning services focused on retirement objectives.
Investment management
Collaborative investment strategies tailored to client needs.
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