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Eagle Retirement Plans, Inc. offers Holistic Wealth Management Plans for groups and individuals. We specialize in helping individuals with their retirement plans as well as helping public, private, and non-profit employers design and manage cost-effective retirement plans.

Our focus is on helping our clients build retirement plans as the cornerstone to a well-balanced strategic investment portfolio.

We bring exceptional experience and counsel to coordinating and simplifying your investments. We develop a flexible roadmap to help you navigate the investment world in this time of constant change.

Our proprietary process provides a framework for in-depth strategic analysis while allowing the flexibility needed to bring creativity and new thinking to each plan.

Retirement Planning is our business, so we know that keeping current with financial industry news is essential to making informed, strategic decisions.

Our team stays engaged and informed throughout the year by attending financial planning seminars. These seminars ensure that both Eagle Retirement Plans and our clients stay knowledgeable and up to date on the latest developments impacting the financial industry today.

For three decades, Eagle Retirement Plans has repeatedly demonstrated an impressive degree of expertise and versatility. Our approach ensures continued success for our clients.

Our planning process uniquely addresses each group or individual’s needs and goals.

We hold Series 6, 7, 24, 63 and 65 Securities Licenses, along with a California Life and Health Insurance License.

Our Mission

Our mission is to develop and nurture long-term relationships with our clients by offering Holistic Wealth Management Plans for groups and individuals. We define the ideal client as being passionate about their goals, ready to hear the truth, willing to accept advice, and comfortable with paying a fee. We recognize the importance of helping you understand our fee structure so we can establish a working relationship that is founded on value and trust.

Our Vision

Our gratification is derived from providing meaningful and prudent Holistic Wealth Management services that make a positive contribution in the lives of the individuals we have the privilege of serving.

Principles & Core Values

Our business is defined by our core values. This is what our clients can expect to receive from us:

  • Integrity
  • Knowledge
  • Expertise
  • Ingenuity
  • Prudent Judgement
  • Exceptional Service
  • Superior Value

Our Promise

We are committed to providing exceptional financial planning services that lead to improvements in your financial life.

We are friendly and make our clients feel welcome. We anticipate, understand and meet our client’s needs and expectations.

We listen to you attentively. We believe that the most important relationship in our business is the bond of trust between you and your financial advisor.

Our actions reflect the highest ethical and professional standards, based on openness, honesty, and integrity. We conduct ourselves professionally and in a way that creates confidence in our skills to excel in representing your financial future.

We promise to bring exceptional experience and counsel to coordinating and simplifying your investments. Knowing what investments you have and why you have them is emphasized and shared.

We promise to provide the most contemporary, advanced, innovative financial solutions. We promise to provide an exceptional experience and superior value.

Independent Process

Our independent investment fund review is fueled by RPAG’s proprietary ScorecardSM System, which incorporates both quantitative and qualitative factors into evaluating fund managers and their investment strategies. The scoring system is built around pass/fail criteria, on a scale of 0 to 10, ranking active, passive, and asset allocation strategies.

Eighty percent of the fund’s score is quantitative, incorporating modern portfolio theory statistics, quadratic optimization analysis, and peer group rankings. The other 20% of the score is qualitative, taking into account manager tenure, the fund’s expense ratio relative to the average fund expense ratio in that asset class category, and the fund’s strength of statistics, among other criteria.

Combined, these factors are a way of measuring the relative performance, characteristics, behavior and overall appropriateness of a fund for inclusion into a plan as an investment option.

We Value our Trusted Partnerships

Eagle Retirement Plans is partnered with Retirement Plan Advisory Group (RPAG). Together we are the largest retirement plan consulting practice group in America.

(RPAG), a national alliance of accomplished advisors whose intelligence and ingenuity produce enhanced value for sponsors and participants in qualified and non-qualified plans. RPAG’s acclaimed technology platform outranks the industry in full-view metrics, safety-net compliance and clarity in communication.

Today, RPAG is represented by over 370 member firms in 45 states, serving 21,000 sponsors with $86 billion in collective assets under advisement.

Eagle Retirement Plan has access to a CFA-led research team and comprehensive Investment Due Diligence and Analysis resources to help increase opportunities for employees and address fiduciary liability concerns for plan sponsors.


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