Financial Planning

At Eagle Strategies, we offer an objective, fee-based approach to financial planning. Working closely with you and your other advisers, we can develop a comprehensive plan or focus on a particular area of concern: wealth preservation, estate planning, business succession strategies, retirement planning, education funding, portfolio management and charitable gifting.  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 simplify the process.  We typically use a fee-based "assets under management" approach, which helps to ensure that our interests are always aligned with yours---to protect and grow your investments.  Through our various investment programs---ranging from seperately managed portfolios of stocks and bonds to mutual fund accounts---we can personalize your investment portfolio to help you meet your financial goals.

Useful Web Sites

Advisory Related Web Sites:

Securities Related Web Site:



  • Better Late Than Never

    Understand the rules and deadlines for the estates of recently deceased taxpayers when seeking portability relief.

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November 16, 2018 @ 09:17 AM

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