Consultations are always free. During your consultation, we will discuss your personal and business needs.
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
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.
125 W. Romana Street, Suite 720
Pensacola, FL 32502
Phone: (850) 542-4803