Eagle Strategies LLC

Fee-Based Financial Planning

About this service: Planning clients partner with Sarah and her team to clarify, simplify, and organize their financial life. They seek unbiased solutions that are geared towards solutions, not products. They value ongoing support and welcome guidance throughout their professional and/or retirement years.

Process: Sarah will meet with her clients over series of meetings to review and organize their current financial landscape, define priorities, discuss areas opportunity identify areas of concern. From there Sarah will provide a personalized financial plan (no cookie cutter plans here) as well as an "Action List" of recommendations.

Clients may choose to implement their plan on their own or have Sarah and her team take over the implementation process. 

Some clients prefer to be extremely involved in the planning process while others prefer to rely more on the Sarah and her team to reduce financial uncertainty and decrease complexity so that they can focus on other aspects in life. To read more about our Area of Expertise click here.

This service also includes access to your very own "Secure Financial Portal" as shown in the video below. 

 

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Investment Advisory Services

About this service: Investment advisory clients seek professional expertise and support to align their investment strategy with their financial goals. They see the value in consulting with our team to design, implement and manage an investment strategy, including investment research, analysis, and selection.

*Our clients view professional management as a way to accomplish their investment objectives while freeing up valued personal time.

Managing your wealth requires a clear understanding of your overall investment objectives. Eagle's comprehensive investment advisory capabilities utilize a disciplined investment approach that looks beyond traditional asset allocation, while addressing important factors such as risk tolerance levels and investment time horizons, to provide a clearer picture of our clients' overall wealth.

 Investment Advisory Programs

 

To Schedule a Complimentary Consultation Call 386.275.1322 or click here. 

 

 

 

 

 

Investment advisory services are offered through Eagle Strategies LLC, a registered investment adviser. All investments involve risks, including the potential loss of principal. Registered Representative offering securities through NYLIFE Securities LLC (member FINRA/SIPC). Eagle Strategies is a Registered Investment Adviser and a wholly-owned subsidiary of New York Life Insurance Company. 

 

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