Wealth Management

Whether you are looking for the traditional Financial Planning* or would like to discuss your Estate Planning,

has the experience, vision and tools to meet your planning needs.

 

With the introduction of Lifetime Wealth Portfolios, a unique combination of assessing your risk tolerances and your goals, along with the rigorous research and strategic investment management of Morningstar Investment Services, Ibbotson Associates expertise in Asset Allocation, Diane can create an integrated investment strategy to help meet any objective.  In addition, clients have access to her Wealth Management Solutions system, which enables them to coordinate all their financial information in one secure place with 24/7 access. 

 

FINANCIAL PLANNING  

As an Eagle Strategies LLC, Registered Investment Adviser Representative*, Diane offers an objective, fee-based approach to financial planning.  The solutions we recommend and the strategies you decide to implement will depend upon your personal circumstances and objectives. You may choose to work with me on a comprehensive basis or limit the scope and focus of the plan to help you achieve one or more of your goals.

Investment Advisory Services

Eagle Strategies typically uses a fee-based "assets under management" approach, which helps to ensure that our interests are always aligned with yours - to protect and grow your investments.

Offering investment programs ranging from separately managed portfolios of stocks and bonds to no-load, load-waived and institutional mutual funds (12b-1 fees may apply on certain mutual funds)

Most programs provide quarterly performance reports and consolidated statements, ongoing monitoring (comparing the accounts' total return to appropriate benchmark indices) and one comprehensive, annual fee based upon a percentage of assets under management.

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ESTATE PLANNING

Estate Conservation, Business Continuity, Executive Benefits and Retirement Income Planning are all a part of Estate Planning.

Estate Conservation- With the ever changing laws that effect our estates after we are gone, it is important to have a well thought out Estate Conservation Plan that can minimize tax liability, both state and federal, all the while coordinating your philosophies and family needs to ensure that loved ones are protected. 

Business Continuity - An Estate Plan should be in place to protect your business and ensure its viability and value of the business for your family members.

Executive Benefits - Benefit Packages that can help retain key  talented employees as well as attract new talent.

Retirement Income Planning - Financial Strategies that help accumulate assets for the future, providing for a rewarding retirement.

Other Needs - Philanthropy, Financial, Business, Tax and Family issues.

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Please do not hesitate to contact us for additional information.

 

Neither D.H. Gould Company, its employees nor NYLIFE Securities LLC or its representatives render tax legal or accounting advice.  For advice on such matters, consult your own professional counsel.

 

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