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.
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Newsletters

A Wealth of Information: How to Read a Mutual Fund Prospectus

Did you know that a mutual fund prospectus provides key details about the fund? This article offers an overview of information in a prospectus.

Taking Control of Your Retirement Savings

Leaving a job? Discover four options that are often available for managing funds in an employer-sponsored retirement plan.

The Inflation Experience is Painful – and Personal

This article discusses consumer price index categories, how they’re weighted, and the top drivers of inflation over the past year.

When Should Young Adults Start Investing for Retirement?

Now is the best time to start retirement investing for two key reasons: compounding and tax management. Read this article to learn more.

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