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Wealth Management and Retirement Planning

Partnering with EAC and Eckhoff Wealth Management provides you a truly comprehensive integration of tax and financial advisory services. All under one roof.

EWM’s services include investments, retirement, tax, estate and education planning, risk management and insurance analysis, as well as options on alternative investments.

Wealth and retirement planning solutions include:

  • Accumulation and investment management for retirement
  • Retirement and income distribution projections
  • Risk management
  • Estate planning
  • Pension maximization

Advisory services are offered by Eckhoff Wealth Management, LLC a Registered Investment Advisor in the state of California.

Let’s talk about how EAC can help your business grow.

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Strategic Performance Management Services

Our goal is to help you achieve business and personal success your way. By listening and understanding your needs, we will keep you focused on the future.learn more

Income Tax Management Services

We have the depth and strength in core tax preparation and planning knowledge to proactively advise you on tax reduction strategies for your business and family.learn more

Audit and Accounting Services

EAC has been providing high quality audit and accounting services for over 60 years. We assist clients with financial statements, reporting, and internal control systems.learn more

Business Tax and Management Services

From bookkeeping and payroll services, to sales and use tax issues, our team of professionals is client-focused and will deliver service customized to meet your unique needs.learn more

Wealth Management and Retirement Planning

In partnership with Eckhoff Wealth Management, we assess your needs and recommend long-term strategies for tax, wealth, estate, asset protection and transition planning. All under one roof.learn more