Financial Services Overview

Financial Services Offered through

Econologics Financial Advisors

We utilize the proper products and services to execute the intentions and goals of the Econologics Road Map financial plan. It is implemented through the following services that we provide:

As a registered investment advisory firm and independent insurance agency, we have access to a universe of investment and insurance options.

  • Financial Planning
  • Practice Transition Planning
  • Life Insurance
  • Annuities
  • Disability Insurance
  • Long-term Care Insurance
  • Professional Investment Portfolio Management
  • Advanced Tax, Estate and Asset Protection Strategies*
  • Qualified Plans: Econologics Retirement Plan Solutions**
    -Profit Sharing

  • Defined Benefit Plans**
  • Individual Retirement Accounts (IRA)++
  • Simple IRAs++
  • 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.