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

Classifying Workers: Know the Rules and Risks

This article explores the complex web of federal and state tax and employment laws that determine how businesses must classify workers.

What’s Required of the Executor of an Estate?

Being named the executor of an estate can be an honor, but this overview shows why it can also be a difficult and time-consuming job.

Three Lessons from Retirees

A survey of workers and retirees yielded three key findings that may prove helpful in planning for retirement. Find out more.

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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