Services

Financial Planning

We use a process to design a detailed financial strategy and recommend personalized solutions to help you accumulate, distribute, and transfer your wealth. This approach is flexible and takes into account your investment needs, willingness to assume risk, current and future tax liabilities, and personal considerations.

 

We begin by understanding your financial objectives and establishing risk tolerance, investment objectives, income needs, long-term goals, and dreams. We then analyze and evaluate the financial and personal information you provide so we can match your objectives with sound strategies. Once we have agreed on a strategy, we develop customized solutions tailored to your specific risk tolerance, income needs, goals, and dreams. We will review this strategy regularly to ensure your financial objectives are being met and your situation have not changed.

Investment Advisory and Management

We know that every individual’s financial situation is unique, and that each needs a tailored approach. As an independent financial services firm, we have many investment tools and products available to serve our client’s best interest. We are also able to use these same tools and unique approaches to serve your business retirement plan needs.

Tax Advisory

We understand that we cannot accurately predict the market on a consistent basis, but we do feel there are some things that we can control—one being tax management. We feel that with diligent planning and timing there are tax-saving opportunities for our clients. Our planning strategies look closely at our client’s tax situations so that we are able to proactively capitalize on these opportunities.

Tax preparation services are provided through Corey R. Eagen CPA LLC. Please visit www.eagencpa.com for more details.

Accounting

Accounting and payroll services are provided through Corey R. Eagen CPA LLC. Please visit www.eagencpa.com for more details.