Financial Adviser

As a Financial Adviser with Eagle Strategies LLC my mission is to help individuals and families achieve financial security and peace of mind.  While we cannot predict the future, we can certainly prepare for whatever it may hold.  True financial security and peace of mind, I believe, is the outcome of a good plan implemented and kept current. 

While many advisers may focus simply on wealth accumulation, my focus is based upon the ultimate objective - wealth distribution.  By first clarifying your wishes on how you want to enjoy your wealth, I can be more effective in putting together the best possible accumulation strategies toward those ends.   

I have found financial common sense to be an uncommon virtue.  Most people acquire financial products and make financial decisions on a linear and ad hoc basis as events and needs arise.  Through our comprehensive planning process we can create plans that are truly aligned with goals and wants, and every dollar committed to the plan is used as efficiently and effectively as possible.

My business is based upon my reputation and referrals.  I look forward to being of service and I appreciate your introductions to other quality individuals.

Calculators

Newsletters

Subscribe to our Newsletter

Market Watch

Last Closing Prices

Ticker Name Percent Difference (when noted with %) otherwise Last Price Difference (where applicable)
Dow Jones Industrials 25,502.32 -1.77%

[ Markets | Charts | Quotes | Portfolio ]

Market data delayed per exchange rules.
All quotes are in US Eastern Time (EST).
Market data provided by ICE Data Services. ICE Limitations. Powered and implemented by FactSet. Legal Statement.