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

Six Steps to Starting a New Business

Have you thought about starting your own business? Here’s an overview of some important first steps in the entrepreneurial process.

Uncle Sam Wants to Know About Your Gig Income

Discover how a 2022 IRS tax reporting change could affect people who are self-employed or whose side job pays through an app or online platform.

Avoiding Probate

Probate can result in added expenses and delays when settling an estate. Read about four ways to avoid the probate process.

HOT TOPIC: Unpacking the Inflation Reduction Act: What’s in It?

This article provides an overview of provisions that could affect consumers and businesses, including clean energy tax credits, Medicare changes, and new corporate taxes.

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