A new year is a great time to review your financial goals
As a financial advisor, I am happy to be a part of the review process. A new year is a great time to revisit the tools and services that I have at my disposal to meet your planning needs.
How can I best serve you?
CFP® (Certified Financial Planner), what does that mean to you and why does it matter?
Anyone can use a title of Financial Planner, but only CFP Professionals are extensively trained, pass a rigorous exam, and meet practical experience requirements. This means that a CFP is highly trained to develop a comprehensive strategy to reach your short or long term financial goals no matter your life stage. In other words, it’s a good thing.
Fee Based Planning
If you would like individualized advice but on a limited basis, perhaps a fee based consult would meet your needs. You have the option to hire us on an hourly professional fee basis to advise you on a specific situation involving Budgeting, Debt Management, Social Security decisions or Major Purchase decisions.
Fee Based Assets Under Management (AUM)
Another option is fee based asset management. In this case, a fee or percentage is charged to manage the assets you invest through Eagle. This charge is based on the total market value of those holdings. For that charge, we are responsible to continuously monitor and supervise your account..
I hope that this helps you understand the options and resources that we have available at Eagle Strategies, LLC. Maybe this even answered some questions you didn’t know that you had.
As always, if you are an existing client, we are humbled by your trust in us. If you are a new client, we look forward to a long-term relationship building and reaching your financial goals.
Matt Harper, CFP®, CLU®, ChFC®
Financial Advisor
Eagle Strategies, LLC, A Registered Investment Advisor
9724 Kingston Pike, Ste. 902
Knoxville, Tn 37922
865-694-0575 (O)
865-300-8011 (C)