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

Your Business: Could You Benefit from a Roth Conversion in 2020?

This article focuses on the potential short- and long-term tax ramifications of a Roth IRA conversion.

Telemedicine: The Virtual Doctor Will See You Now

Many large employers offer telemedicine programs in their benefit packages. Do you know the potential advantages of telemedicine?

Why Family Businesses Should Have Succession Plans

Do you know the reasons why business owners might need to take the time to develop a thoughtful succession plan?

Your Estate: Have You Looked at These Legal Documents Lately?

This article looks at documents that should be kept up to date, including wills, trusts, advance medical directives, and beneficiary forms.

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