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

Are You Ready to Cancel Your Cable TV?

Do streaming services make you contemplate cutting the cord? Read about some features, benefits, and limitations to consider before doing so.

Key Retirement and Tax Numbers for 2022

Explore some key retirement plan contribution limits and various tax deduction, exclusion, exemption, and threshold amounts for 2022.

HOT TOPIC: Colliding Forces: Russia, Oil, Inflation, and Market Volatility

Find out more about rising oil prices related to the Russia-Ukraine conflict, and the potential effects on U.S. consumers and investors.

Your Social Security Statement: What’s in It for You?

This article explains some of the key information provided on a personalized Social Security Statement.

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