Through Eagle Strategies we offer a holistic picture of your financial life, which is essential to developing a tailored, customized solution that is right for you.
Our offerings include:
Protection planning – ensure clients, their families, and/or their businesses are properly protected from premature death, disability, or a long-term care event. Our protection products include life insurance, long-term care insurance, and disability insurance
Retirement planning – educate clients about saving for retirement and the solutions available to help them achieve their retirement goals. Our retirement products include fixed, variable, and income annuities, mutual funds, and investment advisory services
Investment planning – develop customized solutions based on your client’s individual goals, risk tolerance, and investment time horizon to help them achieve a short or long term financial goal. Our investment products include variable universal life insurance, mutual funds, investment advisory services, and variable annuities.
Estate planning – discuss steps and planning documents our clients should consider to ensure that their family and financial goals are addressed during their life, if incapacitated, and after their death. Our estate planning offering includes life insurance, charitable programs, non-proprietary mutual funds, investment advisory services, and advanced planning services offered through the Advanced Planning Group.
Eagle Strategies LLC is an SEC Registered Investment Advisor.