Taxes

• Tax Planning
  The Benefits of Tax Planning in Investment Management Typically, in the last two quarters of the year, we tend to hone in on a variety of tax strategies for our clients. One of the ways we seek to maximize long-term growth is through tax-loss harvesting, in the form of selling investments that decreased in value inside of taxable accounts and reinvesting in asset classes that are most appropriate for that particular client. Without a basic level of understanding of the... Read More
• Estate Taxes
• Tax Services
• Income Tax
  Pre-tax contributions allow an employee to lower their taxable income during their working years, and pay income taxes on their withdrawals in retirement when they’re likely in a lower tax bracket.

Investment

• Investment Management
  This financial software is helpful to provide users with an overview of their financial picture. Important topics such as income planning, investment management, and many more are covered! This program is not intended to replace a skilled financial planner, but merely provide a basic overview of a few financial concepts.

Accounting

• Accounting Services

Planning

• Financial Planning
  The Financial Planning process begins with an initial consultation. This informal meeting focuses on understanding each other and discovering whether our planning process is the right fit for your unique situation. We accomplish this by learning about you, your current financial picture, and your broader financial and life goals while answering any questions about these topics.
• Retirement Planning
  Retirement Planning at McIlrath | Eck is a specialty that has been developed over many years to create a truly world-class service that has consistently risen above clients’ expectations. Every aspect of your financial situation is analyzed and considered during the creation of a retirement plan. We will look over and account for investment assets, insurance policies, real estate, social security income, pensions, estate planning needs, and several other parts that make up your whole financial picture.
• Long Term Care
• Asset Management
  We empower our clients to experience a satisfying financial journey with effective and wise tax and asset management alongside attention to detail and world class service.
• Living Trusts