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Financial Advisory
Individual Financial Advisory
$495 / month
- Guidance for employees, independent contractors, freelancers, and small business owners
- Uncovers industry-specific deductions for more tax breaks
- One-on-one help from self-employment, tax, and business specialists
- Identify the right business entity for you
- Financial planning
- Retirement planning
- Advanced Revenue Management, Planning, and Budgeting
- Phantom income
Business Financial Advisory
$795 / month
- Guidance for employees, independent contractors, freelancers, and small business owners
- Uncovers industry-specific deductions for more tax breaks
- One-on-one help from self-employment, tax, and business specialists
- Identify the right business entity for you
- Financial planning
- Retirement planning
- Advanced Revenue Management, Planning, and Budgeting
- Phantom income
Business Plus+ Financial Advisory
$995 / month
- Guidance for employees, independent contractors, freelancers, and small business owners
- Uncovers industry-specific deductions for more tax breaks
- One-on-one help from self-employment, tax, and business specialists
- Identify the right business entity for you
- Financial planning
- Retirement planning
- Advanced Revenue Management, Planning, and Budgeting
- Phantom income
Financial Advisory Packages:
Risk Management
How well are you protected from life’s ups and downs? At Eco Financial, we assess your risks to create a personalized financial plan.
Wealth Management
Whatever your goals, whatever your stage in life – let our financial advisors help you build a tailored financial plan that suits your all needs. We can help you understand how Taxes, and Social Security, and retirement factor into your overall financial plan.
All-in-one Dashboard
Our all-in-one comprehensive dashboards will help track your goals and day to day performance for the highest possible outcome.
Financial Statement Preparation
We offer a broad spectrum of accounting, financial, and consulting services across a number of industries to give business owners and managers the insight they need to prosper.
We enjoy working with a wide variety of businesses.
Our specializes in accounting and business consulting services for the Construction, Architecture & Engineering, Manufacturing & Distribution, Not-For-Profit, Healthcare, Financial Services, Technology, Transportation and Shipping, Life Sciences, Real Estate, Media and Entertainment, and many other industry sectors. Our approach to providing quality services is based on a methodology that minimizes the disruption to our clients and results in effective and efficient service.
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We Bring You the Best Possible Solutions for Your Company
Our clients always come first. We serve them through a global network powered by partnership, integrity, and a shared purpose of advancing sustainable economic growth and financial opportunity.
What should I expect from my financial advisor at Eco Financial?
- Assisting with saving and budgeting.
- Planning to meet short- and long-term goals.
- Explaining various account structures and investment products that make sense for your current situation.
- Identifying the right asset allocation or investment for your portfolio.
- Identifying the ideal business entity for your and your business.
Cost & Value
By definition, public companies must serve stockholders first. They must constantly meet Wall Street’s growth and profitability expectations. This means maintaining a complicated pricing structure and bundling in services that many clients do not need. We focus on our clients’ needs and provide only the necessary services with a straightforward billing structure.