Our Services

Financial Life Planning

  • How do you want to lead your life?
  • Whose lives do you want to significantly impact?
  • What obstacles might get in the way of achieving your life goals and maximizing your happiness?​

5 Wealth Management Issues

  1. Asset Accumulation and Investment Planning
    • Asset allocation & portfolio management
    • Investment tax strategies
  2. Risk Management & Insurance Planning
    • Life insurance
    • Disability & long-term care
  3. Retirement Planning
    • Income planning (transitioning from accumulation to distribution)
    • Social Security strategies
  4. Education & Family Support
    • College savings and education funding
    • Elder care & disability planning
  5. Distribution of Estate
    • Document review, titling & beneficiary designations
    • Executor & trustee selection
 
   
Eagle Wealth Solutions offers many financial servies.