Do you need help with

At Echelon Planning Group, we help our clients create retirement strategies that work for them.

Echelon's Holistic Guidance

In order to achieve financial health, we believe you need a holistic management approach that addresses spending and saving, investment management, debt management, insurance, taxes, estate planning, employee and government benefits, and every other aspect of your overall financial status. Echelon Planning Group is an independent financial advisor.

Why Work with an Independent Advisor?

Advice You Can Trust

Independent financial professionals are not bound to any family of funds, investment products, or services. This helps to provide clients with confidence  that the products and services recommended by their advisors are in their best interests.

Deep Expertise Catered to Your Needs

Acting as financial coaches, we help clients come up with a financial game plan that looks at the big picture, no matter how complex their financial needs. While some independent advisors concentrate on specific investment strategies, others can assist with comprehensive services, offering a high level of expertise on financial planning, estate planning strategies, complicated tax situations, charitable giving, intergenerational wealth transfer, and more.

Relationships Built On Accountability​

To best serve their clients, independent financial professionals often seek to develop deep personal relationships, so as to fully understand each client’s specific needs and goals. What’s more, because professionals are entrepreneurial business owners, they value their client relationships and hold themselves accountable to their clients.

Why Work with an Independent Advisor?

1. Advice You Can Trust

Independent financial professionals are not bound to any family of funds, investment products, or services. This helps to provide clients with confidence  that the products and services recommended by their advisors are in their best interests.

2. Deep Expertise Catered to Your Needs

Acting as financial coaches, we help clients come up with a financial game plan that looks at the big picture, no matter how complex their financial needs. While some independent advisors concentrate on specific investment strategies, others can assist with comprehensive services, offering a high level of expertise on financial planning, estate planning strategies, complicated tax situations, charitable giving, intergenerational wealth transfer, and more.

3. Relationships Built On Accountability

To best serve their clients, independent financial professionals often seek to develop deep personal relationships, so as to fully understand each client’s specific needs and goals. What’s more, because professionals are entrepreneurial business owners, they value their client relationships and hold themselves accountable to their clients.

Attend a Workshop

April 7th @ 12PM EST | webinar

Federal Retirement Workshop

april 14th @ 12PM EST | webinar

Federal Retirement Workshop

What does your retirement mean to you?

Retirement could be your longest vacation. Let us help you create your retirement strategy.

Let's Chat

Stop into our office, give us a call, or fill out our short form below and someone from the EPG team will get back to you promptly.

Echelon Planning Group
3 Carriage Road
Bow, NH 03304

Telephone
T: (603) 224-2777