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Additional Services

Offering a broad variety of products across multiple insurance companies.

Our objective is that we not be tied to one company or provider. By having independent relationships we are able to bring a “best of breed” approach across all of our services.
  • Individual insurance that includes medical, life, disability income, professional overhead expense, long-term care, key-man, buy-sell
  • Estate planning
  • Business transition planning
  • Charitable giving and social investing
  • Personal Insurance
Have a unique insurance or benefit request that we have not listed? Please contact us here – or call 208.345.9944.

Investment regulations including SEC and FINRA/SIPC 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.