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
Breaking Down the Parts of Medicare
Medicare is broken down into four specific parts—but what do they mean? This article will help you understand each piece.
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4 Elements of an Estate Strategy
Learn about the importance of having an estate strategy in this helpful and informative video.
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Laurence J. Egle, CFP®
laurence@eagleharborfinancial.com
An independent financial advisor affiliated with Avantax Investment ServicesSM since 1998.