Our Process

It All Starts With A Plan

Making sure you get the proper advice starts with taking an in-depth look at where you are today and where you want to be tomorrow.

And because we know your objectives may change over time, we approach financial planning as a dynamic, ongoing process that must accommodate changes in your personal circumstances, changes in the tax laws and changes in the marketplace.  We can help you design a plan that evolves with you and results in a well-coordinated series of recommendations that can be easily implemented.

 

Wealth Preservation/Estate Planning

What you value may be more important than what you own. To follow through on your commitments -- to yourself, your family, and your ideals -- you need to think ahead. A personalized estate plan is important in helping to protect your family and your legacy. A well-constructed strategy can help address your specific estate planning needs including:
 

  • Minimizing income and estate taxes
  • Transferring wealth from one generation to the next
  • Developing charitable gifting strategies
  • Aligning existing portfolios and retirement accounts with your estate plan

 

Business Succession Strategies

Business ownership brings its own set of responsibilities. Changing your current business structure or successfully transferring your business before you retire requires careful planning.
Since many clients are faced with intangibles such as personal emotions, family relationships, and business associations, the objectivity of an experienced adviser can facilitate the process. A comprehensive business succession plan can help you address your specific needs such as:

  • Growing your business
  • Protecting your assets
  • Ensuring the continuation and succession of your business
  • Minimizing taxes
  • Promoting, recruiting, retaining, and rewarding your key employees
  • Maximizing your compensation benefits
  • Providing for estate equalization
  • Promoting family harmony

 

Portfolio Management

You can now receive the same portfolio management services as many institutional investors-whether it is a separately managed account or a mutual fund wrap portfolio.
Some benefits of managed portfolios include:

  • Providing access to top-tier investment management professionals
  • Tailored portfolios to meet specific investment needs
  • Ownership of individual securities
  • Ease of pre-designed mutual fund portfolios

Every investor is unique, and investment advisory services provide you with professional investment advice and a personalized investment strategy. Whether you're seeking a tailored, professionally managed portfolio, or the convenience and simplicity of a diversified mutual fund wrap program, your investment choice should focus on meeting your financial goals. During this process, you should consider current and future growth objectives, income needs, time horizon and risk tolerance. These considerations form the blueprint for developing a portfolio management strategy. The process involves, but is not limited to, the following important stages.

  • Set investment objectives
  • Develop an asset allocation strategy
  • Evaluate/Select investment vehicle
  • Portfolio review -- Ongoing portfolio monitoring

Portfolio management process
#Securities offered through NYLIFE Securities LLC (member FINRA/SIPC).
*Neither Eagle Strategies LLC nor any of its affiliates provide legal, tax or accounting advice. Please contact your own advisors for more information on your particular situation.

 

Risk Management

A sound financial plan must address the insurance coverages you, your spouse and family members may require.

  • Life insurance is used to pay for funeral expenses, repay outstanding debts, make charitable donations and provide living expenses for surviving family members. It can also be used to cover estate taxes and probate fees to enable your estate to be liquidated in the most appropriate manner.
  • Disability income insurance§ is to help partially replace income of persons who are unable to work because of sickness or accident. In terms of its financial effect on the family, long-term disability can be just as severe as death. Disability income protection can come from several sources: social insurance programs, employer-provided benefits, and individually purchased policies.
  • Long Term Care Insurance is designed to help provide funds for related expenses associated with an extended illness or injury, including rehabilitation and maintenance of a person who is disabled and cannot care for himself and who is expected to need care for an extended period of time.

 

 

§Products available through one or more carriers not affiliated with New York Life, dependent on carrier authorization and product availability in your state or locality.


*As a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser, I can provide you with a plan to help you achieve your financial goals.

Please use my Web site as a resource. For additional information or to schedule a meeting, do not hesitate to contact me by 
email or by completing the Contact Form found under the Contact Us Tab above. Thank you for your interest. 

Mark Wiskus is an Agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of Iowa, Missouri, Illinois, Arizona, California, Colorado, Florida, Indiana, Kansas, Maryland, Michigan, Minnesota, Nebraska, Nevada, Ohio, Texas, and Virginia. No business may be conducted outside these states referenced. California Insurance License # 0G49155.

Additionally, Mark Wiskus is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), a licensed Insurance Agency at 1615 SW Main St., Ankeny, IA 50023. Ph. 515-453-1300. In this regard, this communication is strictly intended for individuals residing in the states of Iowa, Missouri, Illinois, Arizona, California, Florida, Indiana, Kansas, Maryland, Minnesota, Nebraska, Nevada, and Virginia. No offers may be made or accepted from any resident outside the specific states referenced.

Mark Wiskus is a Financial Adviser offering investment advisory services through Eagle Strategies LLC, A Registered Investment Advisor in the states of  Iowa, Missouri, California, Indiana, Massachusetts, Nebraska, and Wyoming. As such, these services are strictly intended for individuals residing in the states referenced.

Mark Wiskus is licensed to offer mutual funds and variable products. Market Watch information is provided for informational purposes and is not considered an offering of securities.

 

Calculators

Newsletters

Subscribe to our Newsletter

Market Watch

Last Closing Prices

Ticker Name Percent Difference (when noted with %) otherwise Last Price Difference (where applicable)
Dow Jones Industrials 25,339.99 +1.15%

[ Markets | Charts | Quotes | Portfolio ]

Market data delayed per exchange rules.
All quotes are in US Eastern Time (EST).
Market data provided by ICE Data Services. ICE Limitations. Powered and implemented by FactSet. Legal Statement.