SOLUTION BASED PLANNING

INVESTMENT MANAGEMENT

Eagle Strategies provides access to leading asset managers through its investment advisory programs. It partners with non-proprietary asset managers who can stand up to its Investment Research and Due Diligence team’s rigorous requirements. Before an asset manager is added to Eagle’s platform, it is thoroughly vetted and continuously monitored to ensure it meets Eagle’s stringent investment criteria. Additionally, its roster of asset managers is continually evaluated to ensure it offers the breadth and depth of solutions necessary to help you meet your financial goals.
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Investment management services offered:

  • Retirement Accounts

  • Brokerage Accounts

  • Professionally Managed Investment Advisory Accounts

  • Private Equity Investment Opportunities

  • College Funding Accounts

  • Donor Advised Fund Accounts

PERSONAL INSURANCE SERVICES

Risk management is key to building a strong financial foundation. We provide a wide range of insurance products through our resource partners to help provide protection for you and your family.

Insurance services:

  • Fixed Annuities

  • Variable Annuities

  • Income Annuities

  • Life Insurance

  • Disability Insurance

  • Medicare Supplement Plans

  • Long-term Care Insurance

  • Key Person Protection

  • Executive Bonus & Defined Compensation

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