About Eagle Strategies LLC

FINANCIAL PLANNING





Eagle Strategies LLC, (Eagle) A Registered Investment Adviser, offers an objective approach to financial planning. As a financial advisor with Eagle, the strategies I recommend will be customized to address your personal circumstances and objectives. You may choose to work with me on a more comprehensive basis or limit the scope and focus of your plan to address just a few planning concepts.




INVESTMENT ADVISORY SERVICES




Eagle offers a number of fee-based asset management programs, helping to ensure that our interests are aligned with yours: Protecting and growing your investments.


Through Eagle's asset management partnerships, clients have access to separately managed accounts and mutual fund advisory accounts.



Our programs provide quarterly performance reports and consolidated statements, ongoing monitoring and a comprehensive annual fee based upon a percentage of assets under management.  Other miscellaneous charges may apply.


Calculators

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