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
Fixed or Variable Mortgage, Which Should You Pick?
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
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When Does Your Personal Car Become a Commercial Vehicle?
At what point can you call a personal vehicle commercial?
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Problems with Probate
Probate can be a completely public process, or it can be managed to include as little information as possible.
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Laurence J. Egle, CFP®
laurence@eagleharborfinancial.com
An independent financial advisor affiliated with Avantax Investment ServicesSM since 1998.