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

Cheaper Hearing Aids Are Coming to a Store Near You

Thanks to a recent regulatory shift, it’s now possible to buy an effective hearing aid without a medical exam or a prescription, potentially for a lot less money.

HOT TOPIC: Is This Bull Timid or Ready to Charge?

On June 8, 2023, the S&P 500 closed 20% higher than its lowest recent closing value, beginning a new bull market. This article looks at some factors that may shed light on the current market.

IRA Strategies: After-Tax Money and the Pro-Rata Rule

The pro-rata rule determines how much of a traditional IRA distribution is taxable. Read this article to learn how the rule is applied.

Stretch IRA Alternatives

The 2019 SECURE Act effectively eliminated the stretch IRA. Explore three alternatives to help preserve wealth and pass it to beneficiaries.

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