James Martinus
Financial Advisor

David Peerboom
Financial Advisor

Investing wisely can be complicated. In order to make the best decision, you need to know the market intimately, research it obsessively, watch it carefully, and manage it actively. Most people, however, have neither the time nor the specialized knowledge to navigate these complexities.

Eagle Strategies LLC provides managed account solutions that provides you with all the benefits of a comprehensive investment management service including objective and independent research, strategic asset allocation, access to an extensive universe of mutual funds, and quality insurance coverage - tailored to your needs in a simplified approach that is focused on maximizing value over your entire lifetime.

Areas of attention include:

  • Business Transition Planning
  • Key Person Reward & Retention Strategies
  • Wealth Preservation / Estate Planning
  • Retirement Planning
  • Education Planning 
  • Portfolio Management
  • Risk Management

They say life doesn't give you anything you can't handle. But that doesn't mean you have to handle it alone. These days, it's more important than ever to make sure you have a financial professional by your side; someone who can help evaluate your needs, assess the current economic landscape and recommend a plan of action that will help protect your family's wealth, lifestyle and dreams for the future. Let's get started - there's no better time than now.

Calculators

Market Watch

August 22, 2019 @ 01:21 PM

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