Managing your personal finances can be a challenging task, especially when it comes to investment management and planning for college education or retirement.

Making the right decisions at the right time can make all the difference in achieving their financial goals. This is where Eureka Wealth Solutions comes in – a fee-only fiduciary with a focus on investment management, college planning, and financial planning for individuals.

At Eureka Wealth Solutions, their primary goal is to help their clients achieve their financial goals by providing comprehensive financial planning services that are tailored to their specific needs. They believe in building long-term relationships with their clients based on trust, transparency, and ethical behavior.

Investment Management

One of the key areas of their expertise is investment management. They understand that investing can be complex, and they strive to simplify the process for their clients. They use a disciplined investment approach that is based on their clients’ risk tolerance, time horizon, and investment objectives. Their team of experienced investment professionals closely monitors the markets and adjusts their clients’ portfolios as needed.

Thematic and Impact Investing

At Eureka Wealth Solutions, they also recognize the importance of feeling good about your investment choices. They offer thematic and impact investing options to their clients who want to invest in companies that align with their values. Clients looking for a diversified portfolio that includes companies that are making a positive impact on society and the environment can use a variety of options at Eureka.

Financial Planning for Individuals

At Eureka, they believe that a well-designed financial plan is essential for achieving long-term financial success.  They offer comprehensive goal-centric financial planning services to their clients that include planning for retirement and college education.  Through partnerships, they also offer tax planning and estate planning services.

College Planning

The cost of higher education is rising, making planning for college more necessary than ever.  They can help their clients develop a comprehensive plan to fund their children’s education. They can help their clients choose the right strategy and savings plan, manage their investment portfolios, and minimize the impact on other goals.  Through partnerships, they can also connect their clients to college applications, college test preparation, and financial aid specialists.

Small Business Retirement Plans

Eureka Wealth Solutions also helps small businesses establish and manage 401(k) retirement plans for their employees. They understand that offering a retirement plan is an important benefit that can help attract and retain employees. They work closely with their clients to design a plan that meets their specific needs and helps their employees save for retirement.

The four most important issues employers typically face are the ERISA fiduciary responsibility, plan fees, the breadth and costs of investment options, and employee education and overall user experience.

Traditionally, most plans have been lacking in one or several of these areas, causing many small businesses to shy away from them.

Eureka Business Solutions offers a competitive solution that is great for employers and employees. They offer a much larger investment selection than average, low investment and service fees, comprehensive employee education and onboarding, and allow for full transfer of the ERISA fiduciary responsibility away from the employer.

Fee-Only Fiduciary

At Eureka Wealth Solutions, they are a fee-only fiduciary. This means that they are legally obligated to act in their client’s best interests at all times. They do not receive any commissions or incentives for recommending specific investments or products. Their only source of compensation is the fees that they charge their clients.

At Eureka Wealth Solutions, they are committed to helping their clients achieve their financial goals. They provide comprehensive financial planning services that are tailored to their client’s specific needs. They believe in building long-term relationships with their clients based on trust, transparency, and ethical behavior. If you are looking for a partner in financial success, they invite you to contact them to learn more about how they can help you.

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