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We conduct all business with the spirit of win-win. We hold our reputation and yours to the highest of standards. It all starts with a conversation, so please give us a call to arrange a face-to-face meeting to get to know each other.”

Don Reiman – President/Founder

Recent Blog Entries

  • Health Reimbursement Account

    Flexibility Abounds- HRA The Health Reimbursement Arrangement or Account, most commonly referred to as an HRA, is an account established by employers for employees, to help with out-of-pocket healthcare expenses. The employer decides how much they would like to put into the account and funds are generally deposited for use on a monthly basis. There […]

  • The Trap of Avoiding Capital Gains Tax

    The regular tax filing deadline of April 15 has passed and many taxpayers have been surprised by the unexpected taxes they had to pay. In addition to some subtle, hidden by common terms, clauses in the tax code many high income earners had to pay more tax than expected. The increased tax bill likely reflected […]

  • Frozen Banana Stand- HRA

    I was fresh out of college when I started working for Echelon Group. The extent of my financial knowledge was limited to budgeting for Ramen Noodles and clearance toothpaste. I was still under the age of 26 so I was allowed to remain on my parents insurance with little effort on my part. As my […]

Investment regulations including SEC and FINRA registration requirements limit the dissemination of information on investments and services. Access to this site is intended for and limited to individuals residing in states in which advisors from the Echelon Group are FINRA and/or SEC Registered or exempt. Securities and Advisory Services offered through KMS Financial Services, Inc., a FINRA member firm. Representatives Donald Reiman, Joe Chertudi are registered for securities business with residents of: CA, ID, NV, OR and WA.