About Eagle Strategies

 

About Eagle Strategies LLC
 
At Eagle Strategies LLC, A Registered Investment Adviser, it’s a matter of trust.
Selecting a financial adviser is not an easy decision. It’s a matter of commitment and trust. At Eagle Strategies, we are committed o earning our clients’ trust every day. By working together, we are confident that we can help you achieve your financial goals and secure your financial future. 
 
Financial Planning
At Eagle Strategies we offer an objective, fee-based approach to financial planning. Working closely with you and your other advisers, we can develop a comprehensive plan or focus on a particular area of concern: exit planning, wealth preservation, estate planning, business succession strategies, retirement planning, education funding, portfolio management, and charitable gifting.
 
The solutions we recommend and the strategies you decide to implement will depend on your personal circumstances and objections.
 
Investment Advisory Services
In today’s challenging investment environment, there are no simple solutions. Success is achieved through a well-conceived investment strategy.
 
However, with over 22,000 entities that can call themselves money managers and over 10,000 mutual funds to choose from, creating an effective strategy can be a labor-intense, time-consuming process. Through our relationships with independent, top-tier investment firms, we can help simplify the process.
 
We typically use a fee-based “assets under management” approach, which helps to ensure that our interests are always aligned with yours- to protect and grow your investments. Through our various investment programs – ranging from separately managed portfolios of stocks and bonds to no-load, load-waived and institutional mutual funds (12b-1 fees may apply on certain mutual funds). – we can personalize your investment portfolio to help you meet your financial goals. 
 
Many of our programs provide quarterly performance reports and consolidated statements, ongoing monitoring (comparing the accounts’ total return to appropriate benchmark indices) and one comprehensive, annual fee based upon a percentage of assets under management.
 
It All Starts With The Plan
Making sure you get the proper advice starts with taking an in-depth look at where you are today and where you want to be tomorrow.
 
And because we know your objectives may change over time, we approach financial planning as a dynamic, ongoing process that must accommodate changes in your personal circumstances, changes in the tax laws, and changes in the marketplace. We can help you design a plan that evolves with you and results in a well-coordinated series of recommendations that can be easily implemented.
 
 
 
 *G. Joseph Pasman  Individual is also separately registered as an investment adviser representative, under Eagle Strategies LLC, a Registered Investment Adviser.
 
Securities offered as a registered representative of NYLIFE Securities LLC (member FINRA/SIPC) A Licensed Insurance Company.

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