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Our Approach
Financial Planning and Investment Advisory Services offered through Eagle Strategies LLC:
We believe that a well-strategized financial roadmap consists of thoughtful financial planning and sound investment advice. At Barilotti Wealth Strategies, we'll help you navigate through the various financial planning and investment options to provide direction and meaning to your financial decisions.
We can help you understand how one financial decision can affect other areas of your finances. For example, buying a particular investment product might help you pay off your mortgage faster or it might delay your retirement significantly. By viewing each financial decision as part of a whole, you can consider its short and long-term effects on your life goals. With our expertise in financial planning and investment advice, Barilotti Wealth Strategies can ensure all aspects of your financial future are finely tuned and laid out in detail.
Financial Planning:
We offer an objective, fee-based approach to financial planning*. Working closely with you and your advisors, we 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. Our recommended solutions are tailored to your personal circumstances and objectives and we’ll work closely with you to decide which strategies to implement. Your customized financial plan can be comprehensive or focused on achieving one or more of several benefits:
- Realistic approach to wealth accumulation
- Enhanced retirement security
- Reduced investment risk
- Increased investment cash flow
- Improved monthly cash flow
- Tax Advanatged Strategies**
- Enhanced utilization of company planning options and benefits
- Better coordination of personal and business assets
- Reduced insurance costs
- Enhanced wealth preservation
For details on our solutions for your financial plan, click here, or chat with us at one of our free workshops [link to Our Workshops page].
Investment Advisory Services:
Financial success is achieved through a well-conceived investment strategy. But in today’s challenging investment environment, there are no simple solutions. Over 22,000 entities call themselves money managers and there are over 10,000 mutual funds to choose from. Creating an effective strategy can be labor-intensive and time-consuming. We have developed relationships with independent, top-tier investment firms to help simplify the process for you. Our fee-based “assets-under-management” approach ensures our interests are aligned with yours. This means that your money and financial well-being is always protected and positioned to grow.
Our investment programs range 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). Call us or chat with us at one of our free workshops [link to Our Workshops]to discuss your investment plan.
*Christy Barolotti, CFP® professional, offers investment advisory services through Eagle Strategies LLC, a Registered Investment Adviser.
** You should consult your own tax, legal, or accounting professional before making any decisions.
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