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Navigating Your Future

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:

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

What We Offer

We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. 

Tax
Planning

Investments Management

Retirement
Management

...And
More!

Tips and Resources

The latest topics in our library to Inform and Inspire.

Retirement Is a Beginning

Retirement Is a Beginning

Key questions to answer when you are considering retirement.
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Breaking Down the Parts of Medicare

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

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®

(512) 345-3057

laurence@eagleharborfinancial.com

An independent financial advisor affiliated with Avantax Investment ServicesSM since 1998.


Read more

Learn How We Can Help You

Schedule a Consultation

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