Eagle Tax Planning & Advisory Grp. LLC
Eagle Tax Planning & Advisory Group, LLC is a Fee-Only Financial Planning Firm. We provide comprehensive financial services when needed and our primary focus is to help clients achieve their financial goals.
Our services include Tax Preparation, Tax Planning, Financial and Retirement Planning. We also provide investment advice.?
- We will provide you with a clear Investment policy statement which we will review with you on a yearly basis.
- We will show you how to balance your investments to hedge against inflation and to use Real Estate as part of your
- asset allocation strategy.
- We will utilize no-load, low expense mutual funds and make specific recommendations for your portfolio.
Disclaimer: Limitations. This list only serves as a resource to assist an individual in
identifying a potential advisor for their review and consideration. The appearance of an
adviser on the list is not endorsement by NAPFA of that advisor's services. There can be
no assurance that you will experience a certain level of results or satisfaction if you
engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not
pay NAPFA a separate fee to appear on the list.