As a Financial Adviser with Eagle Strategies, I provide an in depth review of each client’s unique situation to determine individual goals and continuously assist clients in obtaining those goals.  Four common goals of my clients are retirement planning, estate planning, college planning, and risk management.  How all this gets started is with a complimentary consultation where I spend time learning about you and your goals. 

• Retirement Planning – Depending on where you are in your life I help with consolidation of assets, growing assets, and creating income (Rollover IRA, 401k, Roth IRA, Sep IRA, Simple IRA, and Pensions)
• Estate Planning – Is when you are focused on transferring wealth through generations and minimizing income and estate tax
• College Planning – There are many different ways to plan and save for college for your children and I take a look at all your options 529 plans, education savings accounts, and uniform transfer to minor act.
• Risk Management – Is making sure no matter what happens you can finish your goals.  I review life insurance needs, disability insurance, and long term care
  

I have been a member of BNI since July 2005, and my business was built and continues to grow through word of mouth marketing.  My main referral sources besides my clients are my fellow members of GwinNettworkers. 

Financial Adviser offering investment advisory services through Eagle Strategies, a Registered Investment Adviser
Registered Representative offering securities through NYLIFE Securities LLC (member FINRA/SIPC)