Solutions

Financial Planning

At Eagle Strategies, we offer an objective approach to financial planning. Working closely with you and your other advisers, we can develop a customized plan to address any of the following: Estate Planning, Business Planning, Retirement Planning, Education Planning, Investment Planning, and Charitable Planning.

The solutions we 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 10,000 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, I 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 — ranging from separately managed portfolios of stocks and bonds to mutual fund accounts — we can personalize your investment portfolio to help you meet your financial goals.



Disclosure

Ronald G, Cooper, Ryan Hart, Kevin A. Fauteux, and Phil Whittaker are Agents collectively licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the following states: Ronald in the states of AR (Ronald: Insurance License # 324680), CO, CT, DC, FL, IL, MA, MD, ME, MN, NH, NY, OR, PA, RI, SC, TN, TX, WI.  No insurance business may be conducted outside this state/states referenced.

Ronald G. Cooper, Ryan Hart, Kevin A. Fauteux, and Phil Whittaker are collectively Registered Representatives of and offering securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, A Licensed Insurance Agency.  In this regard, this communication is strictly intended for individuals residing in the states of AR, CA, CO, CT, FL, IL, MA, MD, MI, MN, MO,NC, NH,NY, OR, PA, RI, TX, VA, WI.  No offers may be made or accepted from any resident outside the specific state/ states referenced. 

*Neither Eagle Strategies LLC nor any of its financial advisors or affiliates provides tax, legal or accounting advise. Please consult your own tax, legal or accounting professional before making any decisions.

Eagle Strategies LLC & NYLIFE Securities LLC are New York Life Companies.

Ronald G Cooper, Ryan Hart, Kevin A Fauteux, & Phil Whittaker are collectively registered as investment adviser representatives with Eagle Strategies LLC, A Registered Investment Adviser offering investment advisory services in their respective states.   In this regard, this communication is strictly intended for residents of CA, CO, CT, FL, GA, IL, MA, MD, ME, MI, MN, MO, NC, NH, NY, OR, PA, RI, TX, VA, WI.  No business may be conducted outside of the states referenced. 

The Five Star Wealth Manager award, administered by Crescendo Business Services, LLC (dba Five Star Professional), is based on 10 objective criteria: 1. Credentialed as a registered investment adviser or a registered investment adviser representative; 2. Active as a credentialed professional in the financial services industry for a minimum of 5 years; 3. Favorable regulatory and complaint history review (unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professional’s consumer complaint process*); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients; 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations.

Wealth managers do not pay a fee to be considered or awarded. The Five Star award is not indicative of the wealth manager’s future performance.  The wealth manager may or may not use discretion in their practice and therefore may not manage their clients’ assets.  The inclusion of a wealth manager on the Five Star Wealth Manger list should not be constituted as an endorsement of the wealth manager.  Working with a Five Star Wealth Manager or any wealth manager is not a guarantee of future investment success, nor is there any guarantee that the selected wealth mangers will be awarded this accomplishment by Five Star Professional in the future.  Once awarded, wealth managers may purchase additional profile ad space or promotional products. The award methodology does not evaluate the quality of services provided and is not indicative of the winner’s future performance.

15,125 of wealth managers in the Boston area were considered for the award. 816 of the candidate 6% in the Boston area were selected as 2014 Five Star Wealth Mangers. *To qualify as having a favorable regulatory and complaint history, the person cannot have: 1. been subject to a regulatory action that resulted in a suspended or revoked license, or payment of a fine, 2. had more than three customer complaints filed against them (settled or pending) with any regulatory authority or Five Star Professional’s consumer complaint process, 3. individually contributed to a financial settlement of a customer complaint filed with a regulatory authority, 4. filed for bankruptcy, or 5. been convicted of a felony.