As a financial adviser with Eagle Strategies, Gary can help individuals and businesses in all areas of financial management, including:
• 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.
• 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.
• 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.
• Review existing insurance policies.
• Recommend policy changes when appropriate.
• Find the best policy for your situation.
• Recommend investment and accumulation strategies to help you pay for your children's education.
• 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.