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Financial Planning For The Long Run

Getting to know you is the most important part of our job. That's why we sit down with you and listen before we do anything else. Our relationship begins with you, not a set of products. We feel that makes all the difference.   - Mat Hunnicutt, Financial Advisor

Ever feel a little lost on life's path? Any financial planning firm can sell you a map and send you on your way. We're different. We walk right beside you, guiding you throughout your journey. We think your focus should be about spending time with family and friends, enjoying life, feeling confident in your financial plan...and the contentment that comes with knowing you've found the strategic partner you've been looking for.

Being an independent financial planning services firm helps distinguishes Eagle Wealth Management from the pack. Working side-by-side as your financial advocate, we assist you in organizing your financial life and finding the right customized solutions for your unique situation. Based in Bend, Oregon, our team of caring financial planning professionals and staff work through our independent broker-dealer (United Planners Financial Services, member FINRA/SIPC) to help you live comfortably and reach your goals.

Eagle Wealth Management: Life assurance through financial planning...and sound financial GPS!

Please contact us to learn more about our financial planning services.

 

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