Services
Services
How we help build, design and protect
Our Process
Comprehensive Financial Planning, including:
- Tax Planning
- Retirement Planning*
- Education Funding Analysis*
- Business Planning Solutions
- Succession Planning
- Pensions and Profit-sharing Plans*
- 401(k) Consulting*
- Insurance Needs Analysis
- Integration of Business and Personal Financial Plans*
We believe:
- We are here to serve our clients and their interests.
- In operating in an unbiased, conflict-free environment.
- In being accountable for everything we do.
- In a team-oriented approach.
- With focusing on investment consulting* and coordinating the services of other professional advisors.
Investment Philosophy*:
- Prudent academic research is a core fundamental tool.
- Asset allocation is a major determinant of portfolio volatility over time.
- We focus on areas we can control (i.e. taxes and fees).
- Markets and specific asset classes are cyclical.
- Meeting your financial goals are the result of a long-term plan and having the discipline to follow it.
- Every client situation is unique and warrants a personalized investment strategy*.
*Investment Advisory Consulting, including:
- Definition of objectives
- Drafting of investment guidelines
- Asset/Style allocation recommendations
- Tax-aware investment strategies
- Ongoing performance monitoring
- Ongoing review and analysis of objectives and guidelines
There is no guarantee that a diversified portfolio will outperform a non-diversified portfolio in any given market environment. No investment strategy, such as asset allocation, can guarantee a profit or protect against loss in periods of declining values.
Investors should be aware that investing based upon strategies or models does not assure a profit or guarantee against loss. With any investment vehicle, past performance is not a guarantee of future results.
For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.
Justin@EagleRetirement.com | 972-458-1222