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eagleinvestment.org

eagleinvestment.org

Eagle Investment Planning is an independent, fee-only investment planning and wealth management firm committed to providing clients unbiased advice tailored to their unique needs. Conflict Free...

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eagleinvestment.org | eagleinvestment.org Reviews

https://eagleinvestment.org

Eagle Investment Planning is an independent, fee-only investment planning and wealth management firm committed to providing clients unbiased advice tailored to their unique needs. Conflict Free...

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Eagle Investment Planning - Home

http://www.eagleinvestment.org/index.html

Eagle Investment Planning is an independent, fee-only investment planning and wealth management firm committed to providing clients unbiased advice tailored to their unique needs. Eagle is a Fee-Only planner. We do not sell any products or earn commissions from any investments we recommend. Neither do we ask for a percent of your assets every year. Eagle works on an agreed project cost basis only; generally a one-time fee of about 1%. Profit from an independent perspective. Phone: 617 - 733 - 1860.

2

About Us - Eagle Investment Planning

http://www.eagleinvestment.org/about-us.html

Eagle Investment Planning is an independent investment planning and wealth management firm known for its commitment to providing clients with objective advice tailored to their unique needs. Donald Anastasia, CPA, founded Eagle as a fee-only advisor based on over 20 years of personal financial planning experience supplemented by his knowledge gained managing executive compensation, benefit plans, and over $1 Billion in pension investments for NSTAR Electric and Gas. Profit from an independent perspective.

3

Case Studies - Eagle Investment Planning

http://www.eagleinvestment.org/case-studies.html

This page is under development.

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Investment Philosophy - Eagle Investment Planning

http://www.eagleinvestment.org/investment-philosophy.html

Eagle Investment Planning has developed a conservative, cost-effective investment philosophy oriented to growing and preserving what you have earned. Our key guidelines for investment:. 1 Asset allocation is the primary determinant of return and risk. We tailor your asset mix to meet your needs and risk tolerance. 2 Focus on core investments: Eliminate small, extraneous programs that can distract attention from your key holdings. Profit from an independent perspective.

5

Our Services - Eagle Investment Planning

http://www.eagleinvestment.org/our-services.html

Eagle Planning provides a comprehensive and flexible approach to designing your investment plan. Whether you are preparing for retirement or are already retired, we can give you a fresh look at your financial situation and provide solutions. Retirement Income Options Review. We can help you make the right decisions for you and your family for these critical issues:. At what age should you start social security? Should you elect a lump sum or annuity pension? Should you use funds to purchase an annuity?

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