Investment Advisory Services

What do you include when asked to determine the value of your total economic wealth? If you are like most savvy investors, you probably turn to a balance sheet of financial assets such as stocks, bonds, mutual funds, real estate holdings, and retirement savings accounts to calculate your financial net worth. This traditional definition of wealth, however, is incomplete. It overlooks what may be your largest asset – your "human capital".

Human capital is the value of all your expected future income, including your pension income and Social Security benefits. Our solution evaluates your current income, your savings rate, and your work or retirement situation to determine how large an asset human capital is for you and its effect on your overall asset allocation.

Your human capital should drive insurance selection and asset allocation decisions in pre-retirement and retirement. In pre-retirement, incorporate insurance into your asset allocation to help mitigate risk and enhance the economic value of your portfolio. In retirement, use guaranteed lifetime income* to hedge against the risk of outliving your retirement savings.

Eagle Strategies' Investment Advisory ServicesEagle Strategies provides managed account solutions that provide you with all the benefits of a comprehensive investment management service and access to an extensive universe of mutual funds, fund advisory portfolios, and separately managed account managers all tailored to your needs in a simplified approach focused on maximizing value over your entire lifetime.

Several Experts Under One Comprehensive SolutionEagle Strategies' Investment Advisory Services marks a unique advance in wealth management by bringing together an innovative approach to insurance product selection and rigorous investment management from several third party money managers to create an integrated investment and insurance strategy to help meet your financial goals. For a free Investment Advisory consultation please contact me today!

* Refers to fixed annuity products. Guarantees are backed by the claims-paying ability of the issuer.

Calculators

  • Life Insurance

    How much life insurance would you need to produce a sufficient income stream for your family?

  • Cash Flow Analysis

    This Cash Flow Analysis form will help you weigh your income vs. your expenses.

  • Savings Goals

    How much do you need to save each year to meet your long-term financial goals?

  • Cost of Retirement

    Use this calculator to estimate how much income and savings you may need in retirement.

Newsletters

  • Interest Rates and the Economy

    Do you know which factors influence bond yields and why the gap between short- and long-term yields is often viewed as an economic indicator?

Subscribe to our Newsletter

Market Watch

February 28, 2020 @ 03:47 PM

Latest Available Stock Quotes
Ticker Name Percent Difference (when noted with %) otherwise Last Price Difference (where applicable)
Dow Jones Industrials ETF -1.0%  
Nasdaq Composite ETF -0.4%  
S&P 500 ETF -0.7%  
OSX Oil Service Sector Index ETF +7.7%  

Market data delayed per exchange rules.
All quotes are in US Eastern Time (EST).
Market data provided by ICE Data Services. ICE Limitations. Powered and implemented by FactSet. Legal Statement.