Honesty, Trust, Integrity
As a Financial Advisor with Eagle Strategies LLC, a Registered Investment Advisor, I can provide you with a customized plan to help address your concerns and help you achieve your financial objectives.
Mission Statement With integrity and humanity, we guide individuals through a cohesive financial process to identify, define, and organize their financial goals and objectives. We develop customized strategies which allow our clients to accomplish their specific goals. We continue to work with our clients to adapt to the changes that occur throughout their lives with regular reviews of their strategy. Every decision we make, every action we take has one overriding purpose: to be here when our clients need us.
Client Profile Our clients are looking for tax efficient strategies* that meet their individual goals and provide protection for their income and assets. After completing our financial process, our clients are willing to take the necessary steps to implement the recommended solutions. Many of our clients have recently experienced a major financial life event, such as, retirement, change in employment status, loss of a spouse, sale of a business, or have received an inheritance or financial settlement. For our business clients we offer executive and employee benefits, qualified and non-qualified retirement plans, as well as group and individual health insurance plans.