Investing wisely can be complicated. In order to make the best decision, you need to know the market intimately, research it obsessively, watch it carefully, and manage it actively. Most people, however, have neither the time nor the specialized knowledge to navigate these complexities.
Eagle Strategies LLC provides managed account solutions that provides you with all the benefits of a comprehensive investment management service including objective and independent research, strategic asset allocation^, access to an extensive universe of mutual funds, and quality insurance coverage - tailored to your needs in a simplified approach that is focused on maximizing value over your entire lifetime.
Areas of attention include:
Business Transition Planning
Key Person Reward & Retention Strategies
Wealth Preservation / Estate Planning
About Jared W. Stauffer
Jared W. Stauffer, CFP® has been involved in the financial services industry since 2001. He graduated with a degree in Finance and Economics from the Haworth School of Business at Western Michigan University. Earning a reputation for outstanding client service, Jared has built a practice working with families and businesses in Southwestern Michigan. After becoming a Certified Financial Planner™ practitioner in 2005.
Jared's Personal Values
honesty & integrity
commitment to clients and industry
exceptional client service
striving to continually improve personal and business practices
strong belief in the value of continuing education
always willing to go above and beyond for others
Please use my website as a resource, and do not hesitate to contact me.
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^Asset allocation do not ensure a profit or protect against loss in declining markets.