What We Do

We provide personalized and hands-on service with a comprehensive approach to what is important to you. Using a holistic approach to optimize each and every aspect of your financial strategy, we educate our clients about financial concepts and products to guide you through Risk Management, Portfolio and Investment Management, Estate and Trust Solutions, and Business Solutions.


Identify the risks which could impair your financial situation. With an education process to review your needs and help ensure you have the right plan with the right coverage amount.

  • Life Insurance  
  • Disability Insurance     
  • Eldercare & Long Term Care Insurance


A disciplined approach to investment management* as Eagle Strategies LLC provides access to proactive services to help advance and protect your portfolio.  Your portfolio is tailored to your personal objectives and risk tolerance.

  • Retirement Planning  
  • Education Planning             
  • Tax Favorable Strategies
  • Social Security Optimization
  • Portfolio and Investment Analysis


Let's work with your trusted Adviser(s) to help ensure that your estate plan will minimize taxes and maximize the value of your assets left as a your legacy.

  • Estate Planning Analysis  
  • Trust Asset Management*     
  • Gifting Strategies  
  • Estate Distribution Strategies
  • Charitable Planning  


Your life's work is often one of your most valuable assets.  Let's work together to provide you with ways to protect that asset and its continuance into the future.

  • Employee Benefits
  • Succession Planning
  • Key Person Insurance
  • Executive Benefits
  • Funding Buy-Sell Agreements  
  • Deferred Compensation