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

A Financial Wellness Plan Can Help Pave the Road to Retirement

This article outlines four elements of financial well-being and offers suggestions to strengthen financial wellness.

When You Can’t Speak for Yourself

Discover how a living will and durable powers of attorney for health care and finances can help ensure your wishes are carried out.

Four Reasons to Review Your Life Insurance Needs

This article looks at major life events and the need to review your life insurance coverage in light of changing circumstances.

Crisis Averted? Financial Help for Struggling Renters and Landlords

Read about programs that help both landlords and tenants by providing direct housing assistance for eligible renters.

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