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Fee-Based Financial Planning

Our Advisors offers an objective, fee-based approach to financial planning. You may choose to work with our team 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
  • Enhancement of retirement security
  • Reduced investment risk
  • Increased investment cash flow
  • Improved monthly 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 transfer

*Neither Barilotti Wealth Strategies LLC or its staff, nor Eagle Strategies LLC or its advisors or affiliates provide tax, legal or accounting advice. Please consult your own tax, legal or accounting professional regarding your particular situation.

Newsletters

  • Medicare Open Enrollment

    The changes Original Medicare and Medicare Advantage plan beneficiaries can make during the annual enrollment periods.

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