Eagle Retirement Group, LLC

Eagle Retirement Group, Your Personal CFO

At Eagle Retirement Group our main goal is to provide the highest level of service to each and every one of our clients.  We help you define your goals clarify plans for your future.  Staying up to date with changing markets, new products and technology are a few of our daily activities to ensure a positive planning experience. 

Eagle Retirement Group takes pride in helping our clients plan and structure a sound financial plan for their retirement.  Take control of your retirement future by contacting us for a free initial consultation.

Please be sure to check our 'Recent News' tab, under the 'About Us' section, to see upcoming event information and for new and recent happenings!

Eagle Retirement Group is a proud sponsor of the ATP Challenger Series of Dallas held at T BAR M Racquet Club

 


PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of the web sites provided here, you are leaving this web site. We make no representation as to the completeness or accuracy of information provided at these web sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, web sites, information and programs made available through this web site. When you access one of these web sites, you are leaving our web site and assume total responsibility and risk for your use of the web sites you are linking to.
Calculators

Personal Inflation Rate

Is your personal inflation rate higher or lower than the CPI?

Financial IQ Test

Take this quick quiz to find out your Financial IQ

Savings Accumulation

Estimate the future value of your current savings.

Net Worth

A balance sheet summarizes your assets and liabilities and reveals your net worth.

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Newsletters

Getting to Know Your Beneficiaries

Estate conservation issues may be uncomfortable to face, but there's probably no other aspect that is as simple or inexpensive as designating beneficiaries for employer-sponsored retirement plans, IRAs, and life insurance policies.

Earning Income from Mutual Funds

More than half of working Americans are concerned that they may not have enough money to live comfortably during retirement. Although mutual funds are often thought of as a tool to build savings, they can also be used to generate income. This article examines the potential income benefits of bond funds, equity or stock income funds, and hybrid funds.

Is Your Business Ready for a Structure Change

Periodically, business owners may want to reconsider whether their current business structure is meeting the needs of their companies. For business owners seeking to expand their operations and reduce their exposure to risk, a popular entity has been the limited liability company. This article describes some additional benefits associated with LLCs.

Giving the Gift of Knowledge

A college education is still a good investment. Consider this statistic: The overall unemployment rate reached as high as 9.9% in 2010, but for workers with a bachelor's degree or higher, it did not exceed 5.1%. But a college education can be expensive. There is a tax-advantaged way to accumulate money for a child's or grandchild's education: a Section 529 plan.

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