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The ECC Group is an organization of Personal Financial Advisors that provides the most ethical, comprehensive and high quality financial advice and service to individuals and families.

 
THE PROCESS
We believe that every individual's situation is different. During our initial meeting, we obtain both your financial data and an understanding of your concerns, objectives and goals. (We feel that the non-financial aspects are often as important as the financial information.) At the conclusion of the meeting, we will provide you with an estimate of the cost of our services. Once the decision is taken to move forward, we then proceed with providing recommendations on how to structure your finances in a way that will address your concerns and meet your objectives. Next, we will assist you in the implementation of our recommendations.

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.

How We Get Paid
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.