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.