Financial Planning Resources

Here are some resources that will help you in your financial planning:


Your Financial Goals

To gain insight into progress toward your financial goals and to understand if an advisor can be helpful, simply enter a few basic details about your current financial situation through the link below:



Planning for Healthcare Costs in Retirement

How to Maximize Your Social Security Benefits



Family Caregiving

Elder Care - This video can help you begin a conversation with your family about caregiving and financial decisions


Emergency Planning

Emergency Preparedness- Getting your Financial House in Order

The Importance of an Emergency Fund- The Importance of an Emergency Fund


Estate Planning

Basic Estate Planning Documents

Estate Planning Checklist

Wills - This video shows what to know when preparing your own Will.

Trusts - This video shows how Trusts can create and preserve your legacy.

A Step-Up in Basis and Why it Matters in Estate Planning


Articles and Newsletters

Financial News Digest 1-2023

The Value of Trusted Advice in a Turbulent Market

Investment Strategies in a Rising Interest Rate Environment

The Eagle Edge - Eagle Strategies Quarterly Newletter


For Professional Advisors

For Professional Advisors – CPAs and Attorneys