Financial Planning and Investment Advisory Services
Finanical Planning and Investment Advisory Services
offered through Eagle Strategies LLC
Fee-Based Financial Planning* Christy offers an objective, fee-based approach to fi nancial planning. The solutions she recommends and the strategies you decide to implement will depend upon your personal circumstances and objectives. Working closely with you and your other advisers, she can develop a comprehensive plan or focus on a particular area of concern: wealth preservation, estate planning, business succession strategies, retirement planning, education funding, portfolio management, and charitable gifting. The solutions she recommends and the strategies you decide to implement will depend on your personal circumstances and objectives.You may choose to work with her 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
• Enhance 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
Investment Advisory Services* Christy 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. Eagle Strategies offers 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. In today’s challenging investment environment, there are no simple solutions. Success is achieved through a well-conceived investment strategy.
However, with over 22,000 entities that can call themselves money managers and over 10,000 mutual funds to choose from, creating an effective strategy can be a labor-intensive, time-consuming process. Through our relationships with independent, top-tier investment firms, I can help simplify the process.
*Christy Barolotti, Financial Adviser offering investment advisory services through Eagle Strategies LLC, A Registered Investment Adviser.
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