My Services

Financial Planning

As a Financial Adviser for Eagle Strategies, David offers an objective, fee-based approach to financial planning. Working closely with you and your other advisors, we can develop a customized 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 I recommend and the strategies you decide to implement will depend on your personal circumstances and objectives.

Investment Advisory Services

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 2,500 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, we can help simplify the process.

We do not charge commissions. Instead, we charge an annual fee that is based on the assets we manage. This helps ensure our interests are aligned with yours: protecting and growing your investments.

Through our various investment programs I can personalize your investment portfolio to help you meet your financial goals.