About Our Firm
Eagle Wealth Management, Inc. is a registered investment adviser. We're organized as a corporation under the laws of the State of California.
Our commitment to you
We're committed to helping you achieve your investment goals and objectives by providing personal attention and high-quality services.
How we help you succeed
We provide you a plan that includes a strategy and discipline based on your investment goals and risk tolerance.
We'll have ongoing discussions to continuously understand your financial needs to earn your confidence and help you achieve your investment goals.
Understanding your goals
Gathering information about your current financial situation
Assessing your financial situation
Discussing appropriate options
Developing a personalized plan
Implementing the agreed upon strategy
Monitoring your plan & scheduling periodic reviews
Our Services
We provide a range of planning resources and services to address your financial needs and help you achieve your goals:
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Retirement Planning
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Saving and Investing for Retirement
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Investment Planning
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Investment Strategies
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Continuous Investment Monitoring
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Estate Planning
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Coordination with your CPA and Estate Planning Attorney
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Wealth Management
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Income Distribution