What We Do Best
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.
Clients benefit from our professional training in investments, finance, accounting, estate planning, taxes and the law. We have an unmatched ability to coordinate all the moving parts to objectively evaluate and provide effective professional advice to our clients.
We strive to establish close long-term confidential client relationships. We currently manage balanced, equity and fixed income portfolios.
We achieve above-average returns while subjecting clients to below-average risk with a long-term investment perspective.
Our extensive experience and industry knowledge afford us the unique ability to get creative with your comprehensive financial plan.
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.
Clients of EMC are provided with objective financial recommendations and counseling to assist them in reaching their investment and personal objectives. EMC is not compensated on a commission basis for investment recommendations. Therefore, the conflict of interest is removed from EMC recommending an investment just to generate a commission. The advice that is given to all clients will always be unbiased and in the client’s best interest.
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.
