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Services Overview

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.

For three decades, Eagle Retirement Plans has repeatedly demonstrated an impressive degree of expertise and versatility.

We Provide Comprehensive Retirement Planning

  • 403b (Groups and Individuals)
  • 403b Church Plans
  • 457 Deferred Comp Plans
  • 401k Plans
  • Defined Benefit Plans
  • Simple IRA and SEP IRAs
  • Qualified Plan Rollovers
  • IRAs (Traditional and Roth)
  • 529 College Savings Plans
  • Individual Stocks
  • Mutual Funds
  • Alternative Investments
  • Bonds (Government and Municipal)
  • Annuities
  • Life Insurance
  • Living Trust & Will Coordination

Groups

Our Consultation services provide truly independent advice by assisting you with selecting just the right retirement plan provider for your group’s particular needs. This independent approach maximizes the specialization that we are able to offer. We not only help in the selection process, but also in monitoring and benchmarking your plan to numerous other plan providers and service models. > More

Individuals

We believe that each client is unique. Our independent approach takes into account your particular goals and objectives, allowing us to customize each area of your financial picture. After your financial plan is developed, we maintain flexibility by continuing to monitor your progress and adjusting your personalized plan as needed. > More

Logos Retirement – 403(b) Church Plan

Welcome to the Logos Retirement - 403(B) Church Plan established by Calvary Chapel Escondido (CA) with the assistance of Eagle Retirement Plans, Inc. The partnership that Eagle Retirement Plans has with Richard Raher, Administrative Pastor at CC Escondido, has allowed for the formation of a retirement plan designed specifically for independent non-denominational churches.

Logos Retirement is a comprehensive retirement program available to all church employees - pastors, support staff, school and bookstore personnel, etc. The Logos Retirement Plan offers more than just retirement investments. It provides all employees with access to full retirement and estate planning services. > More

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