Financial Planning

As an Eagle Strategies Financial Adviser I can offer financial planning services to individuals and closely-held or private business owners. Financial planning provides direction to help individuals make complex financial decisions and helps clients understand the impact that their financial decisions can have on other areas of their lives.

For many affluent and high-net worth clients, management of financial assets is only one part of their financial lives. These individuals have a variety of needs and concerns, including legacy desires, charitable requests, and tax considerations. Business owners have their own set of issues to contemplate, including employee benefits, insurance for business needs, and business succession.

The financial planning process can help both high net worth individuals and business owners manage their many concerns so that they can focus on their goals and dreams. The scope and focus of each unique plan and the resulting recommendations will be based upon each client's specific needs. The strategies that each client selects and implements will depend on their personal circumstances and objectives.

Here are a few of the planning concepts that can be addressed:

  • Net Worth Analysis
  • Cash Flow Analysis
  • Investment/Retirement Planning Analysis
  • Risk Management Analysis
  • Education Planning Analysis
  • Estate Planning Analysis*

*Neither Eagle Strategies LLC nor any of its financial advisors provide tax or legal advice.

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