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|Qualified Financial Advisors in Canadian, Texas|
|Financial Advisor||Office Location||Phone Number|
Integrated Advisors Network DBA Echelon Investment Management LLC
Shamrock, TX 79079
TX 79079 Phone Number 806-334-1221
Jim Tindall is a Managing Partner with Echelon Investment Management, LLC, and has over 30 years' experience in the financial services business. His various roles include senior management, portfolio manager, and chief investment officer. Jim is a graduate of The Ranch Management Program at TCU, earned a Bachelor's Degree in Business (Finance) and his MBA from Texas Tech, which included additional graduate courses in asset management and advanced financial planning. He also served in the U.S. Army with the 101st Airborne Division and the 1st Battalion Rangers 75th Infantry.
Echelon Investment Management is a Dallas-based private wealth management firm that provides fee-based, customized client investment counsel, based on the client's business, wealth and retirement goals. Echelon's mission is to consistently enrich our clients' lives by identifying, preserving and achieving their established financial and wealth objectives. Echelon's team of experienced, knowledgeable and trusted advisors work hand-in-hand with clients to ensure every investment decision supports our clients' futures. Trust is the number one determinant of success in any relationship. For years, Echelon has worked to earn our clients' trust. Our team cares about the individual dreams and goals of our clients. We always put the clients' needs first and conduct business with integrity, honesty and truth. When new clients team up with our Echelon advisors, they benefit from one-on-one investment counsel expected from a boutique firm, as well as access to robust technology and services from Echelon's custodial partnership with Charles Schwab Institutional Services including 401K PCRA accounts, and our relationship for ORP and 403(b) account management with Fidelity Management. In addition, Echelon's customer service is exactly what our clients expect... nimble, knowledgeable and personal. Our clients know our advisors on a personal level and investment decisions are made only after the advisor understands the client's financial position and goals and how to best address those needs. Investing with Echelon is truly a team undertaking. We believe by working effectively together, we will glide across the finish line of financial security. Echelon Investment Management is a DBA of Integrated Advisors Network. Integrated is a Registered Investment Advisor with the Securities and Exchange Commission and as such is a fiduciary. We are required to act as fiduciary in all cases and are bound to always do what is in our client's best interest.
Portfolio Management, 401K Rollovers, Wealth Management, Risk Management, Financial Advice & Consulting
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Financial advisors help their client by providing financial advice and strategy to build wealth and eliminate risk. They assess the client's risk appetite, their unique needs and requirements, their short-term and long-term goals and guide them towards adopting the right financial plan, retirement plan, estate plan or education plan etc. as necessary. Learn more about the roles & benefits of a financial advisor.
Financial advisors strategize financial planning and help you make the right decision about your investments. They weigh the pros and cons, and are abreast with the latest industry updates regarding tax issues and investment vehicles. These valuable insights guide you to make investments that meet your financial requirements and goals such as buying a house, education, having a baby or securing your retirement. Learn more about the cost of a financial advisor?.
A financial advisor can help you manage your finances especially when you don't have the time to do it yourself or when there are major changes in your life, such as getting married or having a baby. Even if you've managed your investment on your own, the best financial planners can vet your plan and assess it from a different perspective, to add surety to your decisions. Learn more about the best time to hire a financial advisor.
While choosing a financial planner to help you with your investment decisions, it's important to do some spadework. Meet different consultants and compare and contrast their advice. Pick up clues that demonstrate their experience and integrity. It is also important to verify the credentials of an independent financial planner before making a decision. Read the guide on choosing the best financial advisor.
Finding the right person or a financial advisory firm to help with your retirement planning might take some effort, but the effort is worth it. Financial advisors might have different specializations, look for one who has had past experience in retirement planning. Also, this could translate to a long - term relationship, so it's important to find someone whom you like, trust and respect. Read here the importance of retirement planning.
A fiduciary is any person or firm who acts on behalf of another individual or firm to manage their assets. Fiduciary financial advisors provide their client the highest quality of care while maintaining 'good faith', meaning they wouldn't act in favor of anyone else's interests, including their own. The best way to be certain that a financial advisor is a fiduciary is to simply ask. Learn more about what is a fiduciary financial advisor.
A financial advisor is any person who helps their client manage their money by giving valuable investment insights to help financial decision making. A financial planner is also a financial advisor but specializes in creating comprehensive plans for their clients to match their specific goals. Learn more about financial advisor vs financial planner: Who do you need?