About Us

Evaluating risk is an indispensable part of your financial plan. With decades of cumulative experience crafting and implementing thoughtful financial strategy, our Eagle Wealth Consultants are trained to see what you might unintentionally overlook. When it comes to offloading risk, navigating self insurance and analyzing your investments, our team has the necessary expertise to guide you through the minefield that is risk management. Together, we will break down everything you need to know about annuities, choosing the best insurance coverage and finding a tax strategy that makes sense for your situation. Help reduce your chance of being blindsided by the unexpected and team up with our unbiased, objective consultants. 

Annuities

At Eagle Wealth Consulting, our knowledgeable experts are committed to developing a financial plan that you fully understand and agree with. Particularly concerning annuities, you may or may not be aware of all of your options. Our consultants provide the objective viewpoint you need to make informed decisions that will serve you and your family for years to come. It’s our pleasure to provide a safe space where you can comfortably ask the questions that matter to you and receive honest responses from a trained professional. We prioritize clear communication and listen attentively to your concerns and goals, never talking down to you or discounting your experience. For more information about annuities and how you can lay the foundation for a financially secure future, speak with one of our helpful consultants today.

Insurance & Protection

Because insurance plays such an essential role in your financial security, it’s vitally important to find a plan that meets your specific needs. To locate the best policies available today, our Eagle Wealth consultants perform an open survey of the insurance and annuity market, carefully considering your situation and what you envision for the future. You deserve to know all of your options and feel the freedom to evolve as your life does. Because we are not tied to any one insurance company, we can provide an unbiased selection of policies that make sense for you. With our team of seasoned financial experts behind you, you’ll discover tailor-made insurance options that help establish your financial security for the years to come.

Tax Strategies

We work in seamless collaboration with your accountant or tax professional to review each year’s tax laws with a fine-tooth comb and determine exactly how much you should be paying (and how much you can save!). From tax-deferred funds to Roth IRA conversions and Charitable Remainder Trusts, Eagle Wealth Consulting can help you make sense of the intricacies of tax strategy.

Here at Eagle Wealth Consulting we are partnered with a number of significant resources in the investment and wealth management industry. Technology has created numerous tools, platforms, and resources to give advisors (and their clients) many options to create a robust, transparent, and efficient relationship.

Fidelity. We custody assets at Fidelity, giving you the peace of mind that your money is held by a top investment custodian. Working with Fidelity gives you 24/7 access to your investment accounts, SIPC protection (federal insurance similar to FDIC at banks), and an entire operational team at your disposal.

Regal Investment Advisors. We are affiliated with Regal Investment Advisors as our RIA (Registered Investment Advisor). This group of independent advisors means that we have the size to offer you investment options and experience dealing with just about anything that may come your way.

TruAdvisor Network. This national network of financial resources and advisors puts even more arrows in the quiver when it comes to specialists, resources, investment, and insurance planning. We work with this network to aid clients in developing a comprehensive solution that meets their goals and needs.