Effective Planning

Effective Planning

Comprehensive Financial Planning

Our Process

By thoroughly discussing and analyzing your needs, your goals and your objectives we can offer our expertise which can guide you through the tough financial decisions faced throughout life.

Our process allows us to provide solutions that are in your best interest

Comprehensive Financial Planning offered through Eagle Strategies, LLC. Learn more about Eagle Strategies here:

Eagle Strategies

Investment Management

Also, through Eagle Strategies, LLC, Kevin provides insightful investment management. This allows us to serve your investment needs on a fee structure.

Eagle provides access to leading asset managers through its investment advisory programs. It partners with non-proprietary asset managers who can stand up to its Investment Research and Due Diligence team’s rigorous requirements. Before an asset manager is added to Eagle’s platform, it is thoroughly vetted and continuously monitored to ensure it meets Eagle’s stringent investment criteria. Additionally, its roster of asset managers is continually evaluated to ensure it offers the breadth and depth of solutions necessary to help you meet your financial goals.

Investment Services Offered:

  • Fund Advisory
  • Separately Managed Accounts
  • Charitable investing
  • Rep Directed Programs
  • Unified managed accounts
  • Brokerage Accounts
Email KevinCall 785-828-4578
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