Eagle Tax Planning & Advisory Group.llc

Eagle Tax Planning & Advisory Group provides personalized financial planning, tax preparation, and investment management services to individuals and small businesses. Founded in 2000, Eagle Tax Planning & Advisory Group focuses on creating comprehensive strategies that cover cash flow management, insurance reviews, retirement planning, estate planning, and tax preparation. Clients can work with Eagle Tax Planning & Advisory Group through several service agreements, including standalone financial planning, ongoing comprehensive advisory relationships that include tax preparation, or direct investment management. The firm uses a strategic asset allocation approach, investing primarily in low-cost exchange-traded funds and mutual funds through platforms like Betterment Securities and Scottrade. Eagle Tax Planning & Advisory Group emphasizes a collaborative relationship where clients maintain asset control while the firm implements agreed-upon strategies.