Where are you getting your financial advice? Newspapers? Magazines? Web sites? Cable TV? While financial media can often provide helpful information, it cannot take the place of the personalized advice an experienced financial adviser who is familiar with your particular situation can offer.

Do you have concerns about any of the following?

As a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser, I can provide you with a customized plan to help address your concerns and help you achieve your financial objectives.

Please use my Web site as a resource, and do not hesitate to contact me for additional information or to schedule a meeting. Thank you for your interest.

Personal Folders

Give and Receive with a Charitable Remainder Trust

Discover how to give a substantial gift to a favorite charity while receiving a flow of income during your lifetime.

Three Life Insurance Strategies for Small Businesses

This article explores how life insurance might help small businesses attract and retain talent or fund buy-sell agreements.

Life Insurance Strategies: Reasons Empty Nesters May Want Permanent Coverage

As policyholders age, life insurance could help supplement retirement income, support a surviving spouse, and/or leave a legacy.

HOT TOPIC: The Coronavirus and the Global Economy

An examination of how China’s coronavirus-driven slowdown has affected global business activity and a look at its potential economic impact.

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