Broker Check

Our Menu of Services

We provide comprehensive financial services that are tailored for each client’s unique story.

We seek long-term relationships built on trusted advice.

Understanding your priorities helps us to organize financial resources, create future income streams, and develop growth and protection investment strategies that reflect your comfort level with risk and reward.

Where do you want to be?  We can help you get there.


Wealth Management Services:

  • Financial Plan*
    • Goals and Risk Tolerance
    • Net Worth Statement
    • Future Uses of Resources 
  • Investment Management*
    • Stocks, Bonds, Mutual Funds, ETFs, Structured Products
    • Fee-Based Managed Accounts
    • Brokerage Accounts
    • Variable Annuities, Fixed Annuities 
  • Cash Flow and Debt Management
    • Emergency Savings Fund
    • Debt Analysis 
  • Family Risk Management
    • Life Insurance
    • Other Insurances
    • Long Term Care 
  • Retirement Planning
    • Business Retirement Plans
    • Roth IRAs, Traditional IRAs*
    • 401k Rollovers*
    • Variable Annuities*, Fixed Annuities 
  • Education Planning
    • 529 Plans*
    • UTMAs 
  • Legacy and Estate Planning
    • Beneficiary Review
    • Trusts
    • Asset Protection
    • Charitable Giving 
  • Business Planning
    • Business Retirement Plans
    • Business Succession and Transitions 
  • Tax Planning
    • Tax Return Review
    • Investment Tax Review





*Securities offered through HD Vest Investment ServicesSM, Member SIPC, Advisory Services offered through HD Vest Advisory ServicesSM.

 

Our Commitments

  • A consistent process for charting and reviewing your financial plan
  • Your plan aligned with what is in your best interest
  • As a financial planner, I understand the importance of understanding your entire financial situation and offer additional services, such as life insurance, beneficiary, and tax reviews.
  • I analyze, compare, and monitor money managers and make adjustments to help you stay on course.
  • Independent access to a universe of investment products, seeking the best solution for your financial needs
  • As a retirement income specialist, your retirement plan is a top priority.

Our Investment Process

  1. Independent CFP® with fiduciary responsibility to do what is in the best interest of the client; an advisor - not just a broker 
  2. Transparent discounted quarterly fees for advisory accounts- (Not a commission based transactional relationship) 
  3. Personalized attention with quarterly meetings 
  4. Retirement account organization and withdrawal strategies 
  5. Investment advice and implementation (no discretionary trading) 
  6. Strategic and Tactical Asset Allocation with rebalancing 
  7. Active and Passive investment strategies 
  8. Money manager consultant providing peer performance rankings of active money managers with cost effective implementation 
  9. Almost universal access to investment products including mutual funds, ETFs, unit trusts, stocks, bonds, brokerage CDs, annuities, etc. 
  10. Focus is on client’s long term goal- (Not short term events or market performance)

 

Financial planning included in asset management fee

   



Asset allocation does not assure or guarantee better performance and cannot eliminate the risk of investment losses.

Laurence Egle is an Investment Advisor Representative. Eagle Harbor Financial is not a registered broker/dealer or independent investment advisory firm.  *Securities offered through HD Vest Investment ServicesSM, Member SIPC, Advisory Services offered through HD Vest Advisory ServicesSM.

Our Financial Planning Checklist

Investment Management:

  • Asset Allocation Review
  • Peer Performance Review
  • Account Type Review
  • Retirement Income Plan

Cash Flow, Assets, and Debs:

  • Budget (Income/Expenses)
  • Emergency Savings
  • Consumer Debt
  • Mortgage

Insurance:

  • Health
  • Disability
  • Life
  • Auto
  • Home
  • Long Term Care

Retirement:

  • Work Retirement Plans
  • IRAs
  • Annuities/Life Insurance
  • Social Security

Gifting:

  • Children (Trust, UTMA, 529)
  • Charity
  • Parents

Estate:

  • Will/Living Trust
  • Beneficiary Review
  • POA Medical/POA Durable

Tax:

  • Tax Review
  • Tax Planning

Laurence Egle is an Investment Advisor Representative.  Securities offered through HD Vest Investment ServicesSM, Member SIPC, Advisory Services offered through HD Vest Advisory ServicesSM. Eagle Harbor Financial is not a registered broker/dealer or independent investment advisory firm.