Eagle Financial Advisors, LLC is a fee-only comprehensive wealth management firm serving clients throughout the West. Our firm specializes in providing objective and comprehensive solutions to our clients' financial needs including:
- Investment management.
- Financial Planning.
- Retirement Planning.
- Estate and gift planning and wealth transfer strategies.
- Income tax planning and return preparation.
- Employment contract review.
- Charitable giving strategies.
- Risk management and insurance analysis.
- Managing company benefits such as stock options, retirement plans, and deferred compensation plans.
We also offer focused, event-based services through our Life Transitions program. We work with people of all ages and from all walks of life to help them achieve specific financial goals and weather short term financial storms. Following a major life event, you may be forced to make decisions with far reaching financial implications at a time when your emotions may impact your judgment. Through our Life Transitions services, we provide objective advice that can assist with the myriad tax and financial issues associated with significant life events including:
- Death of a loved one, or diagnosis of terminal illness.
- Divorce
- Retirement
- Career transitions and employment contract negotiation.
- Marriage
- Birth of a child
Whatever your financial planning needs, Eagle Financial Advisors, LLC can help you find the right solution.