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

Five Investment Tasks to Tackle by Year-End

2020 market turbulence underscores the importance of reviewing an investment portfolio. These five steps could help keep it on track.

Portfolios Get Personal: Growing Interest in Socially Responsible Investing

This article discusses socially responsible investments that may enable the pursuit of financial returns and make a positive global impact.

New Changes to College Financial Aid and Education Tax Benefits

The Consolidated Appropriations Act, 2021, included several provisions affecting financial aid and education. Learn more.

Social Security Spousal Benefits

This article offers an overview of spousal benefits, which could make a big difference in funding retirement for a married couple.

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