About Eagle Strategies LLC



FINANCIAL PLANNING

Eagle Strategies LLC, A Registered Investment Adviser, offers an objective, fee-based approach to financial planning. The solutions we recommend and the strategies you decide to implement will depend upon your personal circumstances and objectives. You may choose to work with me on a comprehensive basis or limit the scope and focus of the plan to help you achieve one or more of the following benefits:

  • Realistic approach to wealth accumulation
  • Enhanced retirement security
  • Reduced investment risk
  • Increased investment cash flow 
  • Reduced taxes
  • Enhanced utilization of company planning options and benefits
  • Better coordination of personal and business assets
  • Reduced insurance costs
  • Enhanced wealth preservation
  • Improved family wealth transfers

Ultimately, our goal is to help you obtain a sense of personal and financial well-being, regardless of how simple or complex your needs may be.


INVESTMENT ADVISORY SERVICES

Today's capital markets are extremely volatile. In this challenging environment, there are no simple solutions. Rather, success is achieved through a well-conceived investment strategy. Through our relationships with independent, top-tier investment firms, we can help simplify the process. 

Eagle Strategies typically 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.

We offer investment programs ranging from separately managed portfolios of stocks and bonds to no-load, load-waived and institutional mutual funds (12b-1 fees may apply on certain mutual funds).

Most of our programs provide quarterly performance reports and consolidated statements, ongoing monitoring (comparing the accounts' total return to appropriate benchmark indices) and one comprehensive, annual fee based upon a percentage of assets under management.

Based upon your individual objectives, we can help you select the type of program best suited to help you achieve your investment goals.

Neither Eagle Strategies LLC, nor David F. Keefe III, provides legal, or accounting advice.  Please consult your own tax, legal, or accounting professional before making any decisions.