Financial Planning**

The scope and focus of each plan vary with our clients needs. Some clients require a comprehensive plan that addresses complex issues including accumulation planning (e.g. education funding), debt management (e.g. home mortgage); income protection, estate analysis, qualified plan distribution, and retirement planning. Others have simpler objectives such as repositioning assets or choosing a financial strategy.

Welcome to Wealth Management Solution**!  Our new service was developed to provide you with a convenient, comprehensive and secure online view of your financial information in one place, no matter where it is held. You will enjoy many features and benefits of the Wealth Management Solution including:

View updated deposit, credit, investment and insurance information
Access 24/7 from anywhere with an Internet connection
Numerous reports and calculators to analyze your expenses and plan for your future
Scan and store your important personal and private information in the Vault, an online safe deposit box
Track frequent flyer miles and rewards points plus set alerts to receive a notification when redemption levels are reached

**Made available to clients of Joel Shapiro and Leonard Isaacs, Financial Adviser through Eagle Strategies LLC, A Registered Investment Adviser.



  • Social Security 101

    An overview of basic Social Security rules and options that are often misunderstood, whether workers are looking forward to claiming benefits in 1 or 30 years.

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