DOWNLOAD: Form CRS (Client Relationship Summary) aka FORM ADV PART 3

Trusts In The Age Of Trump Time To Re Engineer Your Estate Plan. Listen Now

Ultimate Estate Plan

Capital At Risk

Sean Todd

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Estate Management Counselors, LLC

Trusts in the Age of Trump - Estate Management Counselors

Estate Management Counselors, LLC was established in response to individuals’ requests to receive coordinated objective fee-based financial, investment and estate planning advice.  The two facets that are coordinated are Financial Investment Planning and Estate Planning.  Other firms, either investment or law firms, only provide the client with one service therefore exposing the client to unnecessary financial and estate planning risks.  EMC provides both services to our clients at one location so the client works with only one set of professionals.  This unique service will assure the client that the left hand knows what the right hand is doing. 

Clients of EMC are provided with objective financial recommendations and counseling to assist them in reaching their investment and personal objectives.  EMC is not compensated on a commission basis for investment recommendations.  Therefore, the conflict of interest is removed from EMC recommending an investment just to generate a commission.  The advice that is given to all clients will always be unbiased and in the client’s best interest.

Clients choose to work with EMC for several reasons.  We offer our clients professional and courteous service with the highest level of integrity.  Our practice is focused on building long-term relationships with our clients and not a transaction oriented relationship.  We guarantee to our clients a level of service that is unmatched by any other firm.  If you want to receive objective financial, investment and estate planning advice, we look forward to working with you.