Our Services

As a financial adviser with Eagle Strategies, Gary can help individuals and businesses in all areas of financial management, including:

 Retirement planning

 Make the most of your employer-sponsored retirement plans and IRAs.

• Determine how much you need to retire comfortably. 

• Manage assets before and during retirement.  

Tax strategies 

Make sure you don't pay a penny more than the law requires. 

• Look for ways to help reduce your current and future tax burden. 

• Refer you to qualified tax specialists. 

• *Please note that Gary does not provide tax, legal or accounting advice.

 Estate planning

• Review your wills and trusts. 

• Help preserve your estate for your intended heirs.

• Help with beneficiary designations. 

• Reduce exposure to estate taxes and probate costs. 

• Coordinate with your tax and legal advisors. 

Risk management

• Review existing insurance policies. 

• Recommend policy changes when appropriate. 

• Find the best policy for your situation. 

 Education funding

• Recommend investment and accumulation strategies to help you pay for your children's education.  

 Investment Planning

• Determine your asset allocation needs. 

• Help you understand your risk tolerance.

• Recommend the appropriate investment vehicles to help you reach and exceed your goals. 

 Employee and executive benefits

• Help your business attract and retain qualified employees through benefit packages.

 

  

 

Disclosures