Eagle Wealth Strategies South Jersey Retirement Planning Who We Serve

Eagle Wealth Strategies South Jersey Retirement Planning Who We Serve



Eagle Wealth Strategies serves a broad range of clients ranging from pre-retirees, women, and retirees that desire retirement income strategies to achieve and sustain the retirement lifestyle and vision that they expect in these financial times.

We enjoy serving a broad range of clients. And while our nearly 50 years of combined experience enables us to help clients with a spectrum of circumstances and goals, our team focuses on helping those with particularly specialized needs.

For our retirees and those nearing retirement, we help them develop realistic expectations, set attainable goals, manage their retirement assets and create retirement income planning strategies to help them achieve – and sustain – the retirement lifestyles they envision.

We also work with many women who are responsible for managing their personal or family finances. Because women face significantly different financial issues and challenges than do men, we take a decidedly personalized approach to their financial and retirement planning needs.

To help our clients who face the complex responsibilities and circumstances that accompany success, we have developed significant insight and experience helping families create strategies that support their unique investment, legacy and estate planning goals.

As owners of an independent firm, we believe we are uniquely positioned to assist owners of professional practices. From succession planning to selecting benefits that meet the needs of employees in an efficient and cost-effective manner, we can help attorneys, accountants and physicians with a full range of needs.

No matter where you are in life, or the professional path you’ve chosen, we can help tailor a personalized financial plan in tune with your life today with an eye toward your goals tomorrow.

Eagle Wealth Strategies is Independent of Raymond James Financial Services, Inc. Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. ©2015 Raymond James Financial Services, Inc., member FINRA/SIPC.

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