The following is a summary of the ECC Group’s advisory services, all designed to help you and your family achieve your financial goals and obtain financial security and peace of mind.
Disclaimer “Mutual Funds available through IPC Investment Corporation”
One of our goals is to develop a long-term relationship with our clients. Consequently, we monitor our recommendations and investment suggestions and keep in contact on a regular, ongoing basis. All clients receive our quarterly ‘Personal Financial Advisor’ newsletter which includes articles on investments, taxes, estate planning and other financial matters.
We charge fees for our advice. If you choose to have us implement your investments, we are normally paid by the financial institutions to whom we direct the money . However, if desired, we can receive no commissions and alternatively charge a fee for our work.
Our clients are diverse individuals who share in common a strong desire to improve and optimize their financial assets and who require specific advice to help manage and advance these interests. ECC’s clients include: executives, professionals, entrepreneurs, managers; people seeking advice as a result of sale of a home, an inheritance, loss of job, loss of spouse, international transfer, general investment advice, and as they reach retirement or experience big changes in their lives. We have many clients who require ongoing advice and counsel. Relationship building is very important to ECC – we value all of our clients and many of our clients have been with us for 25-30 years.