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

Do You Need a Power of Attorney?

Explore three types of powers of attorney and find out how a living will can supplement a durable POA for health care.

HOT TOPIC: Consumer Nation: Can Confidence Drive the Economy?

A look at what’s driving the high consumer confidence level and the importance of consumer spending to the broader economy.

Taking a Team Approach to Retirement Savings

Even if you and your spouse have separate retirement accounts, you may still be able to craft a unified savings and investment strategy.

Social Security 101

An overview of basic Social Security rules and options that are often misunderstood, whether workers are looking forward to claiming benefits in 1 or 30 years.

More Newsletters →