Harris Kagan, CLU, ChFC, RICP, WMCP
Financial Planner
CA Insurance Lic. # 0694597
Comprehensive and Integrated Wealth Management Planning
Protection planning – to determine if you, your family, and/or your business is properly protected from premature death, disability, or a long-term care event.
Retirement planning – to educate you about the importance of saving for retirement and the solutions available to help you achieve your retirement goals.
Investment planning – to help you achieve your short or long-term financial goals by customizing solutions based on your individual goals, risk tolerance, and investment time horizon.
Business - Each of the objectives of the entrepreneur's business plan affect aspects of their personal financial plan. Only an integrated approach to personal and business planning can adequately address entrepreneurs and their unique insurance, investment and tax planning challenges.
Estate planning – to address the steps and planning documents you should consider to ensure that your family, your business, and your financial goals are addressed during your life, if incapacitated, and after your death.
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.
At Eagle Strategies we offer an objective, fee-based approach to financial planning,
aligning what you want out of life with your money and resources,
always focused on the enhancement of your well-being, progress, and freedom.
What you value may be more important than what you own.
To follow through on your commitments -- to yourself, your family, and your ideals -- you will want to consider the questions we explore in our exclusive Six Key Areas of capital accumulation and protection planning process:
Resources:
"How should Affluent Individuals protect their financial Achievements”
“How should Affluent Families control the value of their legacy over generations?”
“Your Wealth Should Be Aligned”