Learn About Our History
About Estate Management Counselors
Future-Oriented
We Are
A Family…
- …that strives to establish close long-term confidential relationships with clients.
- …as a registered investment adviser. We are 100% employee owned and independent with no outside affiliation.
- …that manages investment portfolios with the goal of achieving above-average returns while subjecting clients to below-average risk with a long-term investment perspective. We currently manage balanced, equity and fixed income portfolios.
- …that offers objective professional advice to our clients to assist in achieving their personal and financial goals based upon our comprehensive financial plan.
- …performing in coordination with our client’s comprehensive financial plan.
01
Professional & Courteous
We offer our clients professional and courteous service with the highest level of integrity.
02
Long-Term Focused
Our practice is focused on building long-term relationships with our clients and not a transaction oriented relationship.
03
Guaranteed Service
We guarantee to our clients a level of service that is unmatched by any other firm.
Established & Reliable
Since 2000
Estate Management Counselors, LLC was established in response to individuals’ requests to receive coordinated objective fee-based financial, investment and estate planning advice. The two facets that are coordinated are Financial Investment Planning and Estate Planning. Other firms, either investment or law firms, only provide the client with one service therefore exposing the client to unnecessary financial and estate planning risks. EMC provides both services to our clients at one location so the client works with only one set of professionals. This unique service will assure the client that the left hand knows what the right hand is doing.
Communication is Key
WE PROVIDE COORDINATED FINANCIAL ADVICE
Investments
Our investment recommendations are based on what is in the client’s best interest without the conflict that exists in a typical stockbroker relationship. EMC provides personalized investment recommendations to help their clients achieve their goals and objectives.
Retirement & Pension Planning
We implement a strategy which allows an individual to accomplish their retirement goals and objectives. All of our client specific recommendations are made with a view toward reducing taxes and fees to the greatest extent possible.
Estate Planning
We enable individuals at all levels to give what they have, to whom they want, in the way and when they wan with a view toward reducing taxes, attorney’s fees and court costs to the greatest extent possible.
How We Do It
Clients choose to work with EMC for several reasons. We offer our clients professional and courteous service with the highest level of integrity. Our practice is focused on building long-term relationships with our clients and not a transaction oriented relationship. We guarantee to our clients a level of service that is unmatched by any other firm. If you want to receive objective financial, investment and estate planning advice, we look forward to working with you.
How can we help?
We Work Hard
In All Areas
Clients of EMC are provided with objective financial recommendations and counseling to assist them in reaching their investment and personal objectives.
Investments
We provide personalized investment recommendations to help our clients achieve their goals and objectives.
Business Planning
Business planning involves more than just leaving the business to the next generation or to the surviving business owner(s).
Estate Planning
Estate planning involves more than the outright passing of property from one person to another.
Retirement & Pension Planning
Retirement planning involves more than just participating in a company’s retirement plan or self-employed retirement plan.
The Professional Edge Radio Show
Host:
Sean G. Todd, Tax Attorney / CPA Certified Financial Planner™ practitioner
Sundays 9:00-10:00 am
“
They Always Say That Time Changes Things, But You Actually Have To Change Them Yourself.”
– Andy Warhol