Our Firm

 

Bales & Eckel is committed to helping you pursue your long-term financial goals. As specialists in retirement planning and estate conservation, we can help you protect your retirement assets and keep your hard-earned money in the family - and growing - for generations.  We'll help you answer the questions you may have about your financial future, such as:

  • Will I be able to retire early?
  • How much money will I need in order to retire?
  • How can I protect my assets and my income against market volatility? 
  • Should I have a traditional IRA or a Roth IRA?
  • How can I position my investments for higher potential returns while reducing risk?
  • How can I "inflation-proof" my investment income?
  • Do I need disability income insurance? Long-term care insurance?
  • How can I ensure that my children receive as much as possible from my estate?
  • What do I need to know about wills, trusts, and probate?

We offer financial products and services tailored to your individual needs. Bales & Eckel is committed to you for the long term.