Financial Planning & Investment Advisory

Financial Planning 

Through Eagle Strategies, LLC., A Registered Investment Adviser, I offer an objective, fee-based approach to financial planning. The solutions I recommend and the strategies you decide to implement will depend upon your personal circumstances and objectives. You may choose to work with me on a comprehensive basis or limit the scope and focus of the plan to help you achieve one or more of the following benefits:

       · realistic approach to wealth accumulation,
       · enhanced retirement security,
       · reduced investment risk,
       · increased investment cash flow,
       · improved monthly cash flow,
       · reduced taxes,
       · enhanced utilization of company planning options and benefits,
       · better coordination of personal and business assets,
       · reduced insurance costs,
       · enhanced wealth preservation,
       · improved family wealth transfers.

Investment Advisory

Utilizing Eagle Strategies' relationships with independent, top-tier investment firms, I use a fee-based assets under management investment approach, which helps to ensure that my interests are always aligned with yours - to protect and help grow your investments.
Through various investment programs- ranging from separately managed portfolios of stocks and bonds to no-load, load-waived and institutional mutual funds* - I can personalize your investment portfolio to help you meet your financial goals.

All of the programs provide quarterly performance reports and consolidated statements, ongoing monitoring (comparing the accounts' total return to appropriate benchmark indices) and one comprehensive, annual fee based upon a percentage of assets under management.

Based upon your individual objectives, I can help you select the type of program best suited to help you achieve your investment goals. Programs include:

  • Brinker Capital (Core Asset Manager and Managed Portfolios):
    - Tailored investment strategies – separately managed accounts and mutual fund portfolios.
    - Professional and objective money management
    - Investment manager due diligence
    - Comprehensive client communications 
    - Program Minimums:  $500,000 for Core Asset Manager; $300,000 for Managed Portfolios.
     
  • Brinker Capital (Destinations):
    - Pre-designed portfolios — based on the client's investment objectives and risk tolerance — of no-load, no transaction fee mutual funds.
    - Brinker Capital, manages the assets as a fiduciary. Destinations incorporates Brinker's asset allocation process through their on-line proposal generation system – PROGEN and incorporates both technical analysis and human judgment.
    - Program Minimum: $100,000
     
  • Independent Advisers Group (Market Pace and Market Pace II):
    - Adviser-driven programs with access to more than 4,400 no-load, load-waived, and institutional mutual funds
    - The Adviser assists the client in making investment decisions and selects mutual funds based on an appropriate asset allocation model. Clients may transfer certain existing securities into the account
    - Stocks and bonds may be held in the account.  For Market Pace II accounts, the Adviser pays all transaction costs (the client fees are slightly higher to cover these costs).
    - Program Minimums: $100,000 non-qualified, $50,000 qualified.
     
  • Independent Portfolio Consultants (Eagle Managed Assets Program):
    - Separately managed accounts of individual securities
    - Provides access to 12 prominent money management firms’ private client group not typically found in wrap programs
    - Program Minimum: $1,000,000 (however individual money managers may have higher minimums)

*Certain mutual funds pay 12b-1 fees. Nominal transaction costs may occur.

 

Calculators

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