Providing Customized Financial Solutions

Working closely with you and any other professional advisors you designate, we examine your financial situation in depth. Based on this information, we make recommendations an implement strategies designed to achieve your objectives.

Wealth Management Services

• Net-worth analysis

• Income and expense analysis

• Tax planning

• Education planning

• Retirement planning

• Retirement income analysis and strategies

• Investment planning

• Employee benefits review including 401(k) analysis

• Insurance planning

• Estate planning strategies

Business Solutions

Faley Eckerman Wealth Management Group provides business executives with recommended strategies to help maximize employee benefits such as:

• Stock Options

• Restricted Stock Units

• Concentrated Stock Positions

• Employee Stock Purchase Plans

• Company 401(k)s

• Employee Benefits Review

Our retirement planning services are designed to allow you to identify your specific retirement goals and develop a plan to help you achieve them. We assist in managing all aspects of your transition to retirement, such as balancing the need for a predictable cash flow and your desire to leave a legacy.

Investment Advisory Services

• Asset allocation analysis and recommendations

• Development of an investment portfolio

• Detailed analysis of current investments

• Estimate tax ramifications of investment strategies

• Portfolio re-optimization and rebalancing

• Investment policy statement preparation

• Risk Tolerance Assessment

• Selection and oversight of money managers

• Tax-efficient investing

Insurance products are offered through our affiliated nonbank insurance agencies.