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.
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.
EagleStaff Financial Group
407 S. Elson
Kirksville, Missouri 63501
P: (660) 665-8343
F: (660) 627-1040
E: info@esadvisor.com