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
Women and Financial Strategies
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.
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A Brief History of Estate Taxes
Federal estate taxes have long since been a lucrative source of funding for the federal government.
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Qualifying For Medicare Under Age 65
You might qualify for Medicare if you’re under 65-years-old. This article will explain the conditions where you may qualify for Medicare early.
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Laurence J. Egle, CFP®
Wealth Advisor
Laurence@EagleHarborFinancial.com
Wealth Advisor and owner of Eagle Harbor Financial, Laurence Egle is a native Texan from the Rio Grande Valley who earned his Bachelors of Business Administration from The University of Texas at Austin. He also graduated from the...
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