we will do it together
Estate Management Counselors, LLC provides comprehensive fee-based financial planning services to their clients. Being fee-based, there is no incentive for EMC to sell their clients on “BUYING” a stock to earn a commission. 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.
How can your broker properly counsel you if he/she is not properly licensed in all of the above?
Many brokers only get paid if something new is sold to you.
This happens all the time when you work with a broker who does not coordinate your comprehensive financial and estate plan.
Your investment portfolio MUST be coordinated with your estate plan to minimize what the IRS will try to take from your investments.
Estate Management Counselors, LLC
Clients of EMC are provided with objective financial recommendations and counseling to assist them in reaching their investment and personal objectives.