Financial Planning

Financial Planning

Financial Planning

At Eagle Retirement & Financial Advisors, LLC, we know financial planning is beyond investments and retirement savings. We understand that everyone’s situation may be different and their financial goals may be unique. That is why we never reuse the same plan for every individual, but rather work alongside our clients and refer to their financial goals and needs to come up with the most appropriate plan of action.

Our goal is to construct the best possible path and investments that will meet our clients’ goals. That is why our financial services listed below are made up of options for both the long and short term.

Financial Planning Services:

  • Estate Planning – Wills, Trust, HCP, DPA Document Review & Access to Experienced Estate Planning Council (Legal services are not offered by Eagle Retirement & Financial Advisors, LPL Financial or affiliated advisors.)
  • Retirement Planning – Income Analysis, MRD’s, Inheritance IRA, ROTH IRA, ROTH Conversions
  • Investment Review – Taxable v. Non-Taxable v. Tax Advantaged
  • Insurance – LTC, Life, Retiree Medical, Medicaid Planning for Extended Care,
  • Annuities – Tax Deferred, Variable, Immediate, Fixed- Analysis and Review
  • Financial Planning – Non-product Services & Access to Money Guide Pro
  • College Planning – Funding, Debt Management, Investment Alternatives
  • Eldercare – Family Emergencies, Extended Generations, Home Retrofitting
  • Social Security – Review FRA, Spousal Benefits
  • On-going Retirement Planning Consulting – For Plan Trustees & Fiduciaries