Taking into account your needs, goals and tolerance to risk, our agents can work with you to
help bring clarity to where you’re going and how to get there. Some products and services are
highlighted below.
Wealth Management* and Retirement Planning
Our Eagle Strategies financial advisors work with our clients to design and implement a
variety of accumulation and retirement strategies, offering insurance products, investment
programs ranging from separately managed portfolios of stocks and bonds to mutual funds ,
and access to third-party wealth management programs. Our financial advisors offer a
consistent process to help ensure management of investment assets according to your risk
tolerances and investment goals.
Estate Planning
A well-engineered estate conservation plan can minimize tax liability and ensure that loved
ones are protected. We will work with you and your other advisors to assess the impact of
state and federal taxes on your estate and suggest strategies to help minimize those taxes
while meeting your personal philosophies and family needs. Please seek tax advice from your
own tax advisors.
Asset Protection
There are numerous financial strategies and retirement income plans that can help you
accumulate assets for the future, shield your business and personal assets from liabilities,
and safeguard asset transfer to children and grandchildren. We can help you figure out what
the right course of action is for your specific situation and objectives.
Charitable Planning
Charitable planning allows you to support the organizations and causes that matter to you,
while often providing immediate income streams and reducing your tax burden. Numerous
charitable giving strategies exist, and we can help you design and execute a charitable
giving strategy plan that is in alignment with your personal and philanthropic goals. Please
seek tax advice from your own tax advisors.
Investment Management*
Managing your wealth requires a clear understanding of your overall investment objectives.
Through Eagle Strategies LLC, our comprehensive investment advisory capabilities utilize an
investment approach that looks beyond traditional asset allocation, while addressing
important factors such as risk tolerance levels and investment time horizons.
Financial Planning*
Our financial advisors with Eagle Strategies LLC provide personalized financial planning to
our clients that is specific to several variables including their income, risk tolerance,
values, and family. They work with each client to identify and prioritize their goals,
explore options, establish effective strategies, construct and execute a plan, and assess
the performance of the plan and make adjustments as needed.
Disability and Extended Care Needs
To execute a sound retirement strategy, asset and income protection are a must. Designing a
plan that encompasses managing costs for extended periods of care and disability insurance
can help create the necessary balance in a portfolio to ensure stability and protection of
assets.
401(k) and IRA Rollovers
When you leave a job or retire, you have a decision to make regarding your 401(k) money.
While leaving those assets in the former employer’s plan is an option, a rollover can be a
consideration. Working with your tax advisor, we can help you determine the right course of
action for you among which can include for you. This may include: leaving the funds in your
existing plan, if permitted, or rolling them into your new employer’s plan, if one is
available and rollovers are permitted. Each choice offers advantages and disadvantages,
depending on your specific needs and retirement plan, such as the desired investment options
and services, applicable fees, expenses, and withdrawal options, as well as required minimum
distributions and tax treatment of applicable options.
Financial Planning*
Our financial advisors with Eagle Strategies LLC provide personalized financial planning to
our clients that is specific to several variables including their income, risk tolerance,
values, and family. They work with each client to identify and prioritize their goals,
explore options, establish effective strategies, construct and execute a plan, and assess
the performance of the plan and make adjustments as needed.
Disability Insurance
To execute a sound retirement strategy, asset and income protection are a must. Designing a
plan that encompasses disability insurance and other insurance products can create the
necessary balance in a portfolio to help ensure stability and protection of assets.
