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

Managing Your Workplace Retirement Plan

This article presents some steps employees can take to get the most out of their employer-sponsored retirement plans.

A New Option for Providing Health Coverage in 2020

Learn more about Individual Coverage Health Reimbursement Arrangements and how they may help small businesses offer employee health coverage.

HOT TOPIC: Government Acts to Blunt Financial Impact of Global Pandemic

A discussion of the measures being taken by the federal government to support workers, businesses, financial markets, and the economy in these trying times.

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.

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