Pasman GSC Financial
Insurance & Financial Planning; Eagle Strategies, LLC a Registered Investment Adviser

"The three initials in our firm's name define its driving force - growth, security, and continuity.  Ideas vital to achieving the goals of privately held companies here in the Midwest and the families who own and manage them.  Our clients count on our advice to develp strategic alternatives and manage decisions through an effective long term process."

DESIGN PHASE

We initiate the development process with a series of discussion meetings.  In the beginning we take a broad perspective, helping clients articulate future goals and stategies - reviewing existing documentation to identify gaps, overlaps, or inefficiencies.  From this analysis a menu of strategic alternatives emerges, which are subjected to modeling and testing to produce our recommendation report. 

IMPLEMENTATION PHASE

Achieving a comprehensive, integrated plan for business or family finance requires diverse disciplines -- the legal, accounting, and trust professionals, along with the financial product institutions and administrative resources.  Our role is to help coordinate their efforts and manage communication to assure our clients can make informed decisions and can rely on an effective implementation timetable.

MANAGEMENT PHASE 

In the real world, comprehensive planning* means a commintment to a perpetual decision process.  As personal circumstances, economic conditions, and regulatory environments change over time, our clients' plans must respond to new opportunities and potential problems.  We set up monitoring procedures in advance that allow you to evaluate peformance against objectives and revise your decisions accordingly. 

Member Agent of The Nautilus Group®, a service of New York Life

Dallas, Texas

 

 

Please use our Web site as a resource, and do not hesitate to contact us for additional information or to schedule a meeting. Thank you for your interest.

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