Our business is built on a foundation of thoughtful client relationships.
We create strategies that are tailored to your needs and goals.
We assist you with selecting the right retirement plan provider for your group's needs.
Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.
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.
Doug is the President and Registered Principal of Eagle Retirement Plans, Inc. He is a Registered Investment Advisor through Crown Concorde Investment Services He also holds Series 7, Series 24, Series 63, and Series 65 Securities Licenses, along with a California Life and Health Insurance License.
For nearly two decades, Doug has built a following of loyal clients who rely on his proven expertise to lower their taxable incomes and build their financial resources. He specializes in using retirement plans as a foundation for financial success. With an in-depth understanding of the varied retirement options available, he has guided individual investors and large companies in creating robust retirement plans for themselves and their employees. Using a conservative financial strategy designed to deliver value over the long-term, Doug has established a proven record of performance.
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.
Years of experience have prepared us to guide you through your life transitions.This is what our clients can expect to receive from us: