Consultations are always free. During your consultation, we will discuss your personal and business needs.

Personal Financial Planning

Our annual fee for personal financial planning currently ranges from $3,000 - $9,000 per year depending on your specific needs and complexities*.

Personal planning may consist of:

  • Investment Management
  • Budget Management
  • Estate Planning Advice
  • Financial Planning
  • Tax Planning Strategies
  • Life Insurance Advice
  • Legacy/Generational Planning
  • Asset Protection Strategies
  • Long-Term Care Insurance Advice
  • Debt Management
  • Retirement Planning
  • Social Security Information
  • Education Savings Strategies
  • Charitable/Philanthropic Planning

Business Financial Planning

Our annual fee for business financial planning currently ranges from $15,000-$25,000 per year depending on your and the business’ specific needs and complexities*.

Business planning may consist of:

  • Personal Financial Planning
  • Business Entity Structure and Formation
  • Cash on the Balance Sheet
  • Cash Flow Management and Analysis
  • Key Person Protection and Retention
  • Employee Retention Strategies
  • Succession Planning – Buy/Sell Planning
  • Business Valuation Estimation
  • Navigating Income Tax
  • Efficient Operating Procedures
  • Getting business “sale ready”
  • Planning Before, During, and After the Sale of a Business
  • Business Coaching
  • Estate Planning
  • Asset Protection Strategies
  • Coordinating Planning with Your CPA, Attorney, and Other Professionals
  • Tax Reduction Strategies
  • Philanthropic Planning
  • Business Exit Strategies
  • Debt Management and Prioritization
  • Efficient Use of Capital
  • Calculating customer acquisition costs, long term value, and other key metrics
  • Increase Value of the Business
  • Knowing Your Numbers

*The fee for a financial plan is based on several factors which are carefully considered, including, but not limited to the: depth of the analysis; case complexity; depth of the engagement; client’s financial circumstances; advisor’s experience.

After an analysis of your financial situation, the exact financial planning fee will be determined. Our range of fees is between $3000 and $9000.

The fee for any subsequent financial plan(s) may be the same, higher, or lower depending on whether there has been a change in your circumstances.

Financial Planning Fees reflect our typical fee for these services. Financial Planning Fees are typically collected in full at contract signing, though other arrangements are available. The Financial Planning Agreement, which you will sign if you engage in a Financial Plan, will reflect your specific fees.

Eagle Strategies LLC (Eagle) is an indirect wholly owned subsidiary of New York Life Insurance Company and an SEC-registered investment adviser. Registration with the SEC does not imply a certain level of skill or training. Investment products are not guaranteed and may lose value. No tax or legal advice is provided by Eagle, its IARs or its affiliates.