"However beautiful the strategy, you should occasionally look at the results."
- Winston Churchill
We believe that planning for success begins with a foundation of trust. As an Eagle Strategies Financial Adviser, Jeffrey is committed to working closely with you to identify your short-term and long-term objectives and your appetite for risk in pursuit of your objectives. By working together, we can create a connection between the things you want in life and the financial solutions required to achieve your goals. Our integrity is demonstrated by our commitment to maintain uniformity between what we believe and say, and what we do. Our professional advice is based solely on your needs.
Financial Planning
A comprehensive financial analysis of your assets, liabilities, cash flow, and investments can help identify a clear path to a more secure future. We believe an integrated and holistic approach to wealth management can ensure an optimal level of asset management incorporating retirement and tax and estate planning. As an Eagle Adviser, Jeffrey has the tools to assess all of your needs and provide the best solutions for the most desirable outcome.
Investment Advisory
Eagle Strategies offers portfolios that are designed for your individual objectives and continuously monitored to keep pace with your changing needs. You can choose a portfolio that’s carefully designed and managed by one of our select investment managers, or with the help of Jeffrey, create your own personalized portfolio.
Human Capital
Eagle Strategies’ investment advisory approach goes beyond traditional asset allocation. We believe that assessing your future earnings capacity, or human capital, and integrating it with your current financial portfolio provides a clearer picture of your overall wealth. As an Eagle Adviser, Jeffrey can help you understand the resulting investment profile of your human capital and suggest an optimal product mix that includes hedging strategies for protecting the value of your human capital.
Wealth Preservation and Risk Management
We understand that it’s important to preserve the wealth that you have created and accumulated. Jeffrey will work with you to ensure that you have the right capital preservation strategy in place. Jeffrey can help you plan to mitigate the impact of unforeseen events with guaranteed income products, life insurance, and estate planning services.
Our Professional Resource
