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 interests are aligned with yours: protection 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

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Newsletters

  • HOT TOPIC: ‘Tis the Season for Tax-Friendly Giving Strategies

    Donating to charity can make a difference at any time of the year. But taking a strategic approach, possibly as part of your year-end tax planning, could offer tax benefits and potentially increase your ability to give. This article provides an overview of various tax-advantaged giving strategies.

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