Echelon Group provides a variety of services ranging from individual insurance & asset management to employee benefits and retirement plans. We provide a frree consultation to anyone looking to improve their current situation.
For more information, contact us at 208-345-9944.
Skip to a particular service:Employee Benefits
We bring discipline and direction to your employee benefits plan.
As a benefits broker, we have the advantage of working with numerous health insurance carriers to help assist you in finding the plan that best meets yoru needs. By working directly with the carriers as yoru representative we save you time and mony.
If you are currently using a broker, we encourage you to ask these questions:
- Do they take the time to truly understand you and your business?
- Are they contacting you monthly; maintaining the relationship throughout the year not just at enrollment time?
- Are they providing you a service plan that measures their promises against their performance?
As a broker, we access to a broad variety of employee benefit options, including:
Medical, dental, long-term disability, short-term disability, group life, flex plans, Health Savings Accounts (HSAs), Health Reimbursement Accounts, voluntary supplemental products, cafeteria plans, wellness plans, HR support, Employee Assistance Programs (EAPs), deductable buy-downs, self-funded insurance, provider network access, prescription plans, and relationships with Third Party Administrators (TPAs).
To schedule a review of your current plan, please contact us here - or call 208.345.9944.
Retirement Plans
Providing transparency so that you know your real costs and real returns.
We utilize our independent, nonaffiliated connections to establish ongoing, successful retirement plans for both you and your employees. With no tie to any one platform or mutual fund company, we are free to place your plan where it is best suited.
When assessing your current retirement plan, here are three questions to ask:
- Do you know what “revenue sharing” is and how much is being paid on your plan?
- Do you know what hidden fees you are paying and who you are paying them to?
- Have you completed a benchmark analysis of your current plan’s performance and cost?
We are a full service retirement plan provider including: 401k, Simple IRA, profit sharing, traditional IRA, Roth, Simplified Employee Pension (SEP), Defined Benefit Plan, 403B, Deferred Compensation, Executive Bonus, and more.
To schedule a review of your current plan, please contact us here - or call 208.345.9944.
Investment Management
Delivering you a client-first approach to portfolio management.
Based on a foundation of understanding your needs, we provide a comprehensive suite of investment management resources.
As you consider how your current portfolio is being managed, we encourage you to ask these questions:
- Does the way you pay your investment advisor encourage objectivity?
- How much “face time” are you getting with your investment advisor?
- Do you know your actual total portfolio return percentage?
We offer these services:
No-load funds, institutional funds, retail funds, exchange traded funds, money market funds, CDs, municipal bond funds, high-yield bond funds, international funds, commodities futures funds, emerging market funds, and more.
To schedule a review of your current portfolio, please contact us here - or call 208.345.9944.
Financial Planning
Treating you as an individual and honoring your goals.
Financial planning is about YOU.
What does success look like to you?
Does your current financial plan inspire confidence?
What have you forgotten to plan for?
Our financial planning services include: education planning, tax planning, retirement planning, investment planning, risk management planning, estate planning, generational planning
To schedule a review of your current plan, please contact us here - or call 208.345.9944.
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
Have a unique insurance or benefit request that we have not listed? Please contact us here - or call 208.345.9944.