Practice Transition Planning
Long-term Care Insurance
Professional Investment Portfolio Management
Advanced Tax, Estate and Asset Protection Strategies*
Qualified Plans: Econologics Retirement Plan Solutions**
Defined Benefit Plans**
Individual Retirement Accounts (IRA)++
Self-Employed Pension (SEP) IRAs++
Disclosure: *In coordination with legal and accounting professionals. Econologics Financial Advisors and its affiliates do not provide tax, legal or accounting advice. This material has been prepared for informational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal and accounting advisors before engaging in any transaction.
**Through our network of selected plan service providers.
++ Through selected qualified custodians.