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
You can review interesting calculators on my site.
Videos
We have interesting videos for you to watch on my site.
Contact Us
Please feel free to contact us with any questions.
Articles
Having control over your day-to-day finances
Money is personal, and emotional, but it doesn’t have to be scary. Understanding how your day-to-day finances and your emotions are connected can help you take more control of your financial situation.
Easy steps for starting a "surprise" fund
Surprises happen, and they can get very expensive. Whether you have a "surprise fund" already or not, these easy steps can help you feel secure and prepared for any future surprise expenses.
Budgeting for a non-budgeter
Budgeting doesn’t have to be a scary word. Take the fear out of budgeting with these simple tips, tricks, and ideas to help even a beginning budgeter get started.
Should you combine your finances after getting married
Whether or not to tie your finances together after you’ve tied the knot is a big question for all newly married couples. Here’s what you need to consider before making the decision.
5 things to do after divorce to help build financial freedom
Divorce is a reality that half of married couples will face in their lifetime—it’s an emotionally challenging time for most, but bringing a thoughtful approach to your finances throughout the process can ensure that you come out on the other side prepared for your new life.