FINANCIAL PLANNING
Eagle Strategies, LLC, a Registered Investment Adviser, offers an objective approach to financial planning. The strategies Mary Anne recommends will be customized to address your personal circumstances and objectives -- considering asset allocation and proper diversification (i.e. never place all your eggs in one basket). You may choose to work with Mary Anne on a more comprehensive basis, or limit the scope and focus of your plan to address just a few planning concepts.
INVESTMENT ADVISORY SERVICES
Eagle Strategies generally uses a fee-based "assets under management" approach, which helps to ensure that our interests are always aligned with yours -- to protect and grow your investments..
Through our various investment programs — ranging from separately managed portfolios of stocks and bonds to mutual fund accounts — Mary Anne will personalize your investment portfolio to help you meet your financial goals.
Do you need financial plan guidance? Please do not hesitate to contact Mary Anne.
You may also visit: http://eaglestrategies.com/
