PERSONAL SERVICES

Our Eagle Strategies financial advisors work with 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 ensure management of investment assets according to the client’s risk tolerance and investment goals.

A well-engineered estate conservation plan can help minimize tax liability and ensure that loved ones are protected. We will work with you and your advisors to assess the impact of state and federal taxes on your estate and suggest strategies to help minimize those taxes while meeting your family’s needs. We do not provide tax advice. Please consult with your own advisors for tax advice.

⁺Please seek tax advice from your own tax advisors.

There are numerous financial strategies and retirement income solutions 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 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.

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.

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.

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.