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Comprehensive Financial Analysis

Our focus is always on your goals, your success!   - Chad E. Staskal, President, Financial Planner

process.gifFollow-through is important in tennis, golf, basketball and especially in financial planning. That's why we have a comprehensive six-step process that takes an extensive look at your unique financial picture.

Through active listening, financial analysis, and in-depth conversation, your financial planner will develop a deep understanding of your goals and values. From this we work out a comprehensive financial management plan showing where you are now, what you may need in the future and what you must do to help reach your goals.

Together, your financial planner will communicate regularly and adapt your plan as life changes. When you talk with us, you'll soon discover that we do things differently than a lot of other firms. That's why our clients stick with us for the long haul.

Eagle Wealth Management: Life Assurance...for a long time to come!

 

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