Investment Advisory Services
What do you include when asked to determine the value of your total economic wealth? If you are like most savvy investors, you probably turn to a balance sheet of financial assets such as stocks, bonds, mutual funds, real estate holdings, and retirement savings accounts to calculate your financial net worth. This traditional definition of wealth, however, is incomplete. It overlooks what may be your largest asset – your "human capital".
Human capital is the value of all your expected future income, including your pension income and Social Security benefits. Our solution evaluates your current income, your savings rate, and your work or retirement situation to determine how large an asset human capital is for you and its effect on your overall asset allocation.
Your human capital should drive insurance selection and asset allocation decisions in pre-retirement and retirement. In pre-retirement, incorporate insurance into your asset allocation to help mitigate risk and enhance the economic value of your portfolio. In retirement, use guaranteed lifetime income* to hedge against the risk of outliving your retirement savings.
Eagle Strategies' Investment Advisory ServicesEagle Strategies provides managed account solutions that provide you with all the benefits of a comprehensive investment management service and access to an extensive universe of mutual funds, fund advisory portfolios, and separately managed account managers all tailored to your needs in a simplified approach focused on maximizing value over your entire lifetime.
Several Experts Under One Comprehensive SolutionEagle Strategies' Investment Advisory Services marks a unique advance in wealth management by bringing together an innovative approach to insurance product selection and rigorous investment management from several third party money managers to create an integrated investment and insurance strategy to help meet your financial goals. For a free Investment Advisory consultation please contact me today!
* Refers to fixed annuity products. Guarantees are backed by the claims-paying ability of the issuer.