Heidi Zajic Eckland , D | A Davidson

We specialize in helping clients build a plan with a big picture perspective. The planning process is
designed entirely around our clients’ financial circumstances, their near- and long-term goals, and their
comfort with investment risk. As a result of this in-depth process, we recommend the appropriate mix
of managed investments paying special attention to the appropriate allocation of invested assets. We
then work with clients to help ensure that these investments align with all their other financial
considerations.