WHAT WE DO

WHAT WE DO

Today most financial services companies - banks, brokerage firms and insurance companies - all seem to focus on the same products and services.

We set our sights on helping you find the right solutions. Whether it's simply helping you reposition your assets or implementing a complex series of tax-advantaged strategies, we'll make it easier for you to make the right decision. As Investment Advisor Representatives (IARs) of Eagle Strategies LLC, a Registered Investment Adviser, Anthony Miller and Michelle (Shelly) Gams spend most of their time understanding what's important to you, not on promoting the "product of the day."

Whether you're the owner of a well-established business, an executive on the fast track, a retired citizen or someone about to receive a large inheritance, we can help you gain control over every aspect of your financial life: from personal finances to taxes*, investments, insurance and estate preservation.

Making sure you get the proper advice starts with taking an in-depth look at where you are today and where you hope to be tomorrow. Helping you reach your destination means guiding you in the right direction, so we don't take any unnecessary short cuts and risk getting you lost along the way ...

By keeping you focused on your specific goals, we help you stay on track. And because we know your objectives may change over time, we approach financial planning as a dynamic, ongoing process that must accommodate changes in your personal circumstances, changes in the tax laws and changes in the marketplace. Put simply, we can help you design a plan that evolves with you and results in a well-coordinated series of recommendations that can easily be implemented.

Financial Planning

Through Eagle Strategies LLC, a Registered Investment Adviser, we offer an objective, fee-based approach to financial planning. The solutions we recommend and the strategies you decide to implement will depend upon your personal circumstances and objectives. You may choose to work with us on a more comprehensive basis or limit the scope and focus of the plan to help you achieve in one or more of the following areas:

  • Wealth Accumulation
  • Retirement Planning
  • Business planning options and Benefits
  • Coordination of Personal and Business assets
  • Insurance Planning
  • Wealth Preservation
  • Wealth Transfers

Ultimately, our goal is to help you obtain a sense of personal and financial well-being, regardless of how simple or complex your needs may be.

Investment Advisory Services

Today's capital markets are extremely volatile. In this challenging environment, there are no simple solutions. Rather, success is achieved through a well conceived investment strategy.

However, with over 22,000 entities that can call themselves money managers and over 12,000 mutual funds to choose from, creating an effective strategy can be a labor-intensive, time-consuming process. Through our relationships with independent, top-tier investment firms, we can help simplify the process.

Through Eagle Strategies, we typically use a fee-based "assets under management" approach, which helps to ensure that our interests are always aligned with yours - to help you protect and grow your investments.

Through our various investment programs--ranging from separately managed portfolios of stocks and bonds to mutual funds advisory accounts--we can personalize your investment portfolio to help you meet your financial goals.

All of our programs provide quarterly performance reports and consolidated statements, ongoing monitoring (comparing the accounts' total return to appropriate benchmark indices) and one annual fee based upon a percentage of assets under management+.

Based upon your individual objectives, we can help you select the type of program best suited to help you achieve your investment goals.

Selecting a financial adviser is not an easy decision. It's a matter of commitment and trust. At Retirement Solutions, we are committed to earning our clients' trust everyday. By working together, we are confident that we can help you achieve your financial goals.

+Other fees may be applicable.

Retirement Solutions does not provide tax or legal advice. Please consult your tax and or legal advisors regarding your particular situation.

Financial planning and investment advisory services referenced herein are offered by Anthony Miller and Michelle (Shelly) Gams who are Financial Advisers of Eagle Strategies LLC, A Registered Investment Adviser, a wholly-owned subsidiary of New York Life Insurance Company.

Retirement Solutions is not owned or operated by Eagle Strategies LLC or its affiliates.