Our Firm

We are a financial practice that specializes in holistic financial planning* taking into account all aspects of an individual's or family's financial life and goals. Rather than focusing solely on isolated financial aspects such as investments or insurance, holistic financial planning* considers a wide range of factors including income, expenses, savings, debt management, retirement planning, tax strategies, risk management, estate planning, and even personal values and aspirations.

^{*Fee- based financial planning offered through Eagle Strategies LLC A Registered Investment Advisor.}