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Financial Planning To Improve Your Life

Addressing financial problems and achieving your financial goals is easier with good professional assistance. The advisor who can help you is interested in your needs, your values, your goals and objectives, your desires and plans.  We are here to listen to you with care, to explore possibilities, to offer our knowledge and expertise and to make well-founded recommendations and to provide the services you want and need. 

Estate Conservation Associates is a financial planning firm dedicated to realizing the immediate and life goals of its clients and to finding effective and realistic solutions to their financial problems within the context of their social values.

Our mission is to provide you, the client, with the best possible advice and to handle your financial affairs in accord with the highest ethical principles and informed by your own needs and objectives so that you will be able to realize your individual goals and achieve the results you wish.

Our commitment is to help you achieve financial according to your personal values and goals. In making this commitment, it is our intent to give information and advice to promote your financial security, to find cost-effective, legitimate and creative ways to achieve your goals and to provide you with an ongoing relationship of trust and counsel.

Our professional experience in financial planning commenced in 1977 and has evolved over the years with the addition of services such as legacy and philanthropic planning, support for 1031 property exchanges, socially-screened investing and special services for seniors. On this website, you will find information on these services and more, including financial planning, asset allocation, annuities, and other special services.

Whether you need assistance with planning your child's education, your retirement or your estate, we can assist you or direct you to the professional resources and services that are needed to help solve the problem effectively. If you are seeking investment advice, portfolio management services, an asset allocation plan for mutual fund investments, or want to achieve specific objectives from your investment resources, we will work with you to find the answers you are seeking. We network with a variety of resources to provide our clients with the services needed.

It is our practice to provide full disclosure of all fees and commissions that may be earned as the result of service and purchase commitments before they are made in order to resolve all possible conflicts of interest. While this is essentially a fee-based practice, some commission-generating tools may be recommended as useful in the implementation of a plan. The client is free to seek alternatives, but our goal is to provide the best, most appropriate, tools available to accomplish the client’s objectives.

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Estate Conservation Associates
California Insurance License No. 0538317. Insurance and annuity services available to California residents only.
PO Box 6881, San Rafael, CA 94903 • phone: 415-491-4762 • fax: 415-491-4763 • e-mail: jshell@ecafinan.com.

Comprehensive Planning & Investment Advisory Services offered through Pacific West Financial Consultants, Inc. Securities offered through Pacific West Securities, Inc., member NASD, SIPC. 555 South Renton Village Place, Suite 700, Renton, WA 98055.

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