Planning for Life's Financial Destinations
L. Gordon Etzweiler, CLU, ChFC
Founder
Where are you getting your financial advice? Newspapers? Magazines?
Web sites? Cable TV? While the financial media often provide
helpful information, they cannot take the place of an experienced
financial adviser who is familiar with your particular situation
and can offer personalized advice.
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.
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, and do not hesitate to
contact me for additional information or to schedule a meeting.
Thank you for your interest.
Articles
Having control over your day-to-day finances
Money is personal, and emotional, but it doesn’t have to be scary. Understanding how your day-to-day finances and your emotions are connected can help you take more control of your financial situation.
Easy steps for starting a "surprise" fund
Surprises happen, and they can get very expensive. Whether you have a "surprise fund" already or not, these easy steps can help you feel secure and prepared for any future surprise expenses.
Budgeting for a non-budgeter
Budgeting doesn’t have to be a scary word. Take the fear out of budgeting with these simple tips, tricks, and ideas to help even a beginning budgeter get started.
Should you combine your finances after getting married
Whether or not to tie your finances together after you’ve tied the knot is a big question for all newly married couples. Here’s what you need to consider before making the decision.
5 things to do after divorce to help build financial freedom
Divorce is a reality that half of married couples will face in their lifetime—it’s an emotionally challenging time for most, but bringing a thoughtful approach to your finances throughout the process can ensure that you come out on the other side prepared for your new life.