Customized Solutions

Financial Planning
At Eagle Strategies, we offer an objective approach to financial planning. Working closely with you and your other advisers, we can develop a customized plan to address any of the following: Estate Planning, Business Planning, Retirement Planning, Education Planning, Investment Planning, and Charitable Planning.

The solutions we recommend and the strategies you decide to implement will depend on your personal circumstances and objectives.

Investment Advisory Services
In today’s challenging investment environment, there are no simple solutions. Success is achieved through a well-conceived investment strategy.

However, with over 22,000 entities that can call themselves money managers and over 10,000 mutual funds to choose from, creating an effective strategy can be a labor-intensive, time-consuming process. Through our relationships with independent, top-tier investment firms, I can help simplify the process.

We do not charge commissions. Instead, we charge an annual fee that is based on the assets we manage. This helps ensure our interests are aligned with yours: protecting and growing your investments.

Through our various investment programs — ranging from separately managed portfolios of stocks and bonds to wrap-fee mutual fund accounts — we can personalize your investment portfolio to help you meet your financial goals.

 

 

Please use my Web site as a resource, and do not hesitate to contact me for additional information or to schedule a meeting. Thank you for your interest.

Disclosures