Eagle Strategies Fee Based Planning Solutions

Financial Planning

Eagle Strategies LLC , a Registered Investment Adviser, offers an objective approach to financial planning. The strategies we recommend will be customized to address your personal circumstances and objectives. You may choose to work with one of our Financial Advisers who has been authorized to offer financial planning services 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 Strategies offers a number of fee-based asset management programs, helping to ensure that our interest are aligned with yours: protecting and growing your investments.

Through our asset management partnerships with third party money managers, clients of Eagle Strategies have access to separately managed and 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

Newsletters

  • Key Tax Breaks for Business Owners

    Small-business owners will want to take full advantage of every legal tax break available, such as deductions for a home office and automobile expenses.

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