Retirement Planning

Retirement Planning.

What does it feel like to be financially secure in retirement?

It feels like freedom. The freedom to travel, to pursue your hobbies, and to spend time with your loved ones. It’s the freedom to live your life to the fullest.

For over 25 years, we’ve been helping clients map out and navigate every aspect of their personal finances, using a holistic planning approach that aligns every piece of the puzzle with their retirement goals.

We Are Eaglerock.

At Eaglerock Wealth Management, we will work with you to develop a budget, manage your investments, and minimize your taxes so that you can live comfortably in retirement but also enjoy yourself today—because taking control of your money means you don’t have to choose between meeting retirement goals and pursuing a lifelong passion.

Retirement planning is an essential part of your financial plan, but it doesn’t have to be complicated. With a little planning, you can achieve your financial freedom in retirement and revel in a worry-free retirement.

Our Approach

RETIRE PURSUE A NEW PASSION

Approachable.
Empowering.
Experienced.
Award Winning.¹

2024 Five Star Wealth Managers award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the ﬁnal list.

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Whether you’re embarking on a new career path, transitioning into retirement, or experiencing an unexpected life change, we’ve got you covered every step of the way.

Our Services

Investment Management

Design and maintain a customized investment portfolio that aligns with your holistic, goals-based financial plan.

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Focus on retirement readiness to ensure financial independence later in life, wealth transfer, and philanthropy.

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Tax Strategies

Align tax savvy strategies with your personal financial goals and business ventures to keep more of what you earn.

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Estate & Gift Planning

Gain perspective and advice on how to manage your estate and safeguard your family’s assets to leave a lasting legacy.

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Health & Life Insurances

Factor wellness into your overall financial plan to ensure that your strategy evolves as your life changes.

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Inheritance Planning

Connect with an experienced advisor to help you sort out the financial and emotional complexities of receiving an inheritance after the loss of a loved one.

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