Created to Serve
Who we are...
We believe that we have been called to serve our friends, family, and community. We are committed to you and what is important to you. We strive to give honest and sincere advice and guidance.
What we do...
We feel that we touch people's hearts. The heart of their dreams, the heart of their hopes, and the heart of their goals through personal financial management*.
Why we do this...
We have a genuine desire to help people. We want to make a difference in their lives whether that is by protecting their family financially in the event of an untimely death or accident. It may be helping put a child through college or helping them enjoy the fruits of their lifelong work and retiring by design...not default. We want to be obedient to what we have been called to do, serve others.
*Financial Advisers for Eagle Strategies LLC, a Registered Investment Adviser.