We provide personalized and hands-on service with a comprehensive approach to what is important to you. Using a holistic approach to optimize each and every aspect of your financial strategy, we educate our clients about financial concepts and products to guide you through Risk Management, Portfolio and Investment Management, Estate and Trust Solutions, and Business Solutions.
Identify the risks which could impair your financial situation. With an education process to review your needs and help ensure you have the right plan with the right coverage amount.
Life Insurance
Disability Insurance
Eldercare & Long Term Care Insurance
A disciplined approach to investment management* as Eagle Strategies LLC provides access to proactive services to help advance and protect your portfolio. Your portfolio is tailored to your personal objectives and risk tolerance.
Retirement Planning
Education Planning
Tax Favorable Strategies
Social Security Optimization
Portfolio and Investment Analysis
Let's work with your trusted Adviser(s) to help ensure that your estate plan will minimize taxes and maximize the value of your assets left as a your legacy.
Estate Planning Analysis
Trust Asset Management*
Gifting Strategies
Estate Distribution Strategies
Charitable Planning
Your life's work is often one of your most valuable assets. Let's work together to provide you with ways to protect that asset and its continuance into the future.
Employee Benefits
Succession Planning
Key Person Insurance
Executive Benefits
Funding Buy-Sell Agreements
Deferred Compensation