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

Steps to Executing an Exit Strategy

Monetizing a closely held business can be a difficult process, so owners may want to plan an exit strategy before they really need one.

HOT TOPIC: Keeping an Eye on Corporate Debt

This article looks at credit quality in the corporate bond market and the potential impact on fixed-income portfolios.

Caught in the Middle: The Sandwich Generation

Tips to help balance the competing demands of saving for retirement and providing financial support to adult children and aging parents.

HOT TOPIC: Upside Down: What Does the Yield Curve Suggest About Growth?

An inverted yield curve can be an economic indicator along with other factors that contribute to an uncertain outlook for future growth.

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