Our firm specializes in helping individuals and families with financial strategies to reach their goals. Please take the time to explore our website and the wealth of information we offer. We offer personalized, hands-on service. We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.
We understand the many financial challenges today. We focus on money management, as well as other issues that are critical to your financial well being. We offer two types of fee structures: Percentage of Assets Managed & Monthly Subscription
1% annual fee of assets managed.
IRAs (Traditional, ROTH, & SEP)
Joint and Individual
Mutual Funds / ETFs
Greater of Asset Managed or Financial Planning fee.
$250 - $1000 per month depending on complexity
Real Estate Analysis
College Funding Plans
Insurance Protection Review
Info@Eagleislandfinancial.com | 208.254.0888