Peace-of-mind comes from having confidence your after-tax financial success will allow you to keep the promises you have made to yourself and to those you love.
Our professionals provide the framework and professional advice to: identify goals, opportunities and potential pitfalls; implement appropriate tax-optimized solutions; measure progress towards reaching your goals and make adjustments as necessary.
Why ESP Wealth Management, LLC?
The CPAs at Eck, Schafer & Punke, LLP envisioned a reality where our clients receive competent assistance identifying wealth management needs and objectives that are then acted upon with tax-efficient solutions. Such a reality requires:
- Solutions selected independently from the marketplace to meet the client's specific needs and objectives.
- Solutions implemented with full consideration of the tax implications in coordination with the client's overall tax management plan.
- Advisors and solution providers who possess the technical competence and intellectual integrity to design and implement sound solutions.
It is said the best way to assure the reality you desire is to create it yourself. Thus ESP Wealth Management, LLC.
We offer a suite of services and customized solutions that cover a wide range of wealth management issues, including:
- fee-based asset management solutions
- individual retirement accounts: Traditional IRAs, IRA Rollovers and Roth IRAs
- employer sponsored retirement accounts: SIMPLE IRAs, SEP IRAs, and qualified retirement plans such as 401(k)s, profit sharing and cash balance plans
- education plans including 529 college savings plans
- fixed-income strategies
- retirement income strategies
- wealth transfer and estate planning
- business planning for business continuation and succession
- risk management: life, disability and long-term care insurance.
Why 1st Global?
Creating this reality required a wealth management resource partner possessing the same independence, technical competence and intellectual integrity. Our search for such a resource partner identified 1st Global. 1st Global was founded in 1992, by a CPA, as the business development and resource partner to CPA and law firms offering wealth management services. 1st Global serves over 1,100 affiliated advisors nationwide. In short, 1st Global is the resource partner we chose to complete our vision of an ideal wealth management reality for our clients.
For more information please call our wealth management team at (217)747-0100 or email firstname.lastname@example.org.