Navigating Your Future
We help you to visualize your goals, feel confident about your choices, and regularly review your portfolio and financial planning objectives. You may be looking for:
- A financial plan that organizes assets and future income streams
- Confidence that you will be able to retire on your own terms
- Personalized attention to help you grow and protect your wealth
We provide comprehensive financial services tailored for each client’s unique story.
Our Commitments:
- A consistent process for charting investments and reviewing your financial plan
- Your plan aligned with what is in your best interest
- 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 our top priority
- Understand your entire financial situation and offer complementary services, such as life insurance, beneficiary, and tax reviews
- Analyze, compare, and monitor money managers and make adjustments to help you stay on course
Extended Care: A Patchwork of Possibilities
What is your plan for health care during retirement?
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What is the Value of Your Business?
Ascertaining the value of your business is important for a variety of reasons.
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Bull & Bear Markets: A Timeline
This helpful infographic will define bull and bear markets, as well as give a historical overview.
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Laurence J. Egle, CFP®
laurence@eagleharborfinancial.com
An independent financial advisor affiliated with Avantax Investment ServicesSM since 1998.