Are you, your family, and/or your business properly protected from death, disability, or a long-term care event? Insurance can play a pivotal role in your overall plan—from income replacement to asset protection and the tax-efficient transfer of wealth.
What steps can you take to maximize your retirement savings? Are there other ways to augment your retirement income? Our retirement solutions include fixed, variable, and income annuities, non-proprietary mutual funds, and Eagle Strategies investment advisory services.
Your investment portfolio should directly reflect your goals, your time horizon, and risk tolerance. Ultimately, it is about achieving a high probability of success with as little risk as necessary. Our investment products include non-proprietary mutual funds1 and Eagle Strategies investment advisory services.
Together, we can explore ways to transfer assets more efficiently to your beneficiaries, provide for family members with special needs, or facilitate the smooth transition of your business, as well as ensure you have the right estate planning documents and up-to-date beneficiary designations.
You choose the best way for us to collaborate
Based on your needs and personal preference, you can engage us to provide a comprehensive plan that addresses your overall financial situation, or you can elect to focus on achieving a specific goal
This is a vital first step on the road to achieving your financial goals. You’ll have an opportunity to ask questions, share your dreams and concerns, and provide important insight into your current financial situation as well as the people and causes that are important to you.
Through a comprehensive discovery process, we’ll explore topics such as:
• Protecting your family and/or business in the event of your death or disability
• What an ideal retirement means to you
• Your thoughts on designing portfolios focused on achieving specific goals rather than simply seeking
to maximize return
• Leaving a meaningful legacy for the people and/or charities you wish to support
With a thorough understanding of your entire financial picture, the goals you have established for your future, and a collaborative series of meetings, together we will build a strong but flexible plan to help you get there.
Establishing a plan to help you accomplish all your financial goals is the first step in a long, valued relationship built on frequent communication, trust, and a conflict-free commitment to serve your best interests.
As your life evolves, your financial goals and priorities will inevitably shift or change. Rest assured that your Eagle Strategies financial advisor will be there to
provide thoughtful guidance on how best to meetthese new objectives.
And when the time comes to transition your wealth to the next generation, you can do so knowing that we not only understand your wishes, but will be here to help the next generation benefit from your life’s work.