Etc Financial Consulting, Inc. offers a wide range of services to our individual clients. Because our firm is relatively small, our clients benefit by getting personalized, quality service by highly qualified professionals. Below we have listed the services that we offer to our clients along with a brief description.

Consulting Services

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Financial Planning

We provide comprehensive fee-only financial planning. We structure a financial plan based on your goals and objectives that enables you to face any financial challenge that may present itself at each stage of your life. Through the financial planning process, we can help you assess your financial needs and develop strategies that will enable you to achieve your goals and strengthen your financial security.

Investment Management Services

We provide investment management services that utilize no-load mutual funds.  The funds are held in a custodial account which is reviewed on a regular basis.  Changes to the account(s) are made, as needed, based on changes in your goals and objectives.

Estate Planning

Effective estate planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse, and can reduce or eliminate the tax due at the first and second death.  We can guide you through the complex process of getting your financial affairs in order.

Retirement Planning

Successful implementation and periodic review of your financial plan will ensure financial independence during your working years and through your retirement years.