Your investment strategy should reflect more than a risk-tolerance questionnaire. We look at what you already own, what each account is intended to do, how much flexibility you need, and where you're headed before determining how your portfolio should be structured. Through Eagle Strategies LLC, we can build and manage an investment strategy that evolves as your circumstances change.
This may include: brokerage accounts, IRAs and Roth IRAs, rollovers, managed portfolios, asset allocation, portfolio rebalancing, and investment strategies designed around your broader financial plan.
Retirement planning isn't just about reaching a number. We look at when you want work to become optional, what you want life to cost, where your income may come from, and how your investments and other resources can support it. Then we can test different scenarios before you have to make those decisions.
This may include: 401(k)s and other employer-sponsored retirement plans, IRAs and Roth IRAs, annuities, retirement income planning, Social Security, Roth conversion strategies, required minimum distributions, and retirement timing.
Estate planning is about being intentional with what happens to what you've built. We look at how assets are owned, who you've named as beneficiaries, what you want to leave behind, and where there may be gaps that deserve attention. When legal or tax work is needed, we work alongside your attorney and other professionals so the financial strategy supports the plan you've put in place. We do not provide tax or legal advice. Please consult with your own advisors for tax or legal advice.
This may include: beneficiary designations, wealth transfer considerations, charitable giving strategies, life insurance, and coordinating with your estate planning attorney around wills, trusts, and other estate planning documents.
Insurance should solve a specific problem - not exist simply because someone told you that you need it. We look at the financial impact an unexpected death, disability, or extended-care need could have and evaluate where additional protection may make sense as part of your broader financial strategy.
This may include: term and permanent life insurance, disability income insurance, and strategies for extended-care needs.
Taxes can change the outcome of an otherwise good financial decision. We consider tax implications when evaluating investments, retirement income, Roth conversions, charitable strategies, and other financial decisions, and work alongside your tax professional when appropriate.
This may include: Roth conversion strategies, retirement account contributions and distributions, charitable giving strategies, investment-related tax considerations, and coordinating planning decisions with your CPA or tax professional.
We do not provide tax advice. Please consult with your own advisors for tax advice.
Buying or selling a property, taking on a new mortgage, purchasing an investment property, receiving an inheritance, or making a major career move can affect more than the decision immediately in front of you. We can model different scenarios and evaluate how each option may affect your broader financial plan before you make a decision.
This may include: discussion of home purchases, mortgage and debt considerations, investment properties, major purchases, liquidity needs, and evaluating how a significant financial decision may affect the rest of your plan.