Our Expertise

A Financial Planning engagement is a fiduciary advisory relationship in which we will walk with you through areas of planning relevant to you. Over the course of the engagement, we will help you gather and organize your financial data, create a picture of your current situation, recommend a path toward the future that you desire, and discuss the risks you may encounter along the way.

These planning engagements culminate with the delivery of your financial plan and can include assistance with implementation if you choose. Planning engagements  are renewed annually.

^*Phillip R. Whitehead and Leighton G. Whitehead are Financial Advisers offering fee-based financial planning through Eagle Strategies LLC, A Registered Investment Advisor and a New York Life company.

Our investment management offering is an ongoing advisory relationship through our Eagle Strategies platform, in which we will take a fiduciary role in the management of your investment assets.

Through this program, we will guide you through assessing risk tolerance, establishing an appropriate asset allocation based on your situation, and provide ongoing evaluation of investment performance in relation to your stated objectives.