Armando Echeveste

I help clients retire confidently and leave a legacy they're proud of though tax efficient, high-level planning.

-Will my savings last as long as I do?
-Am I paying more in taxes than I should?
-Do I have a clear plan for the wealth I'll pass on?
-How can I make sure my wealth benefits the people and causes I care about most?

These are the kinds of questions I help my clients answer everyday. Together, we'll create a plan that not only supports your retirement goals, but also helps ensure your legacy is well taken care of.

My goal is simple: help you keep more of what you've built , enjoy your retirement years, and help make sure your legacy reflects your values.
Reach out and together we'll discuss your goals, concerns and questions, and I can provide ongoing advice and guidance as your needs change.

*Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.

*Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.