Broker Check

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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

  • 403(b)(9) Groups and Individuals
  • 403(b)(9) Church Plans
  • 457 Deferred Comp Plans
  • 401k Plans
  • Defined Benefit Plans
  • NQDC - Non-Qualified Deferred Comp Plans
  • Simple IRA and SEP IRAs
  • Qualified Plan Rollovers
  • IRAs (Traditional and Roth)
  • 529 College Savings Plans
  • Individual Stocks
  • Mutual Funds / EFTs
  • REITs, Partnerships, 1031 Exchanges
  • Bonds (Government and Municipal)
  • Annuities
  • Life Insurance
  • Living Trust & Will Coordination

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

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

Church Plans

Non-profit retirement plans have undergone many changes over the past few years.  With so many retirement plan options, each with their own regulations, selecting the right plan for a church can be daunting.  Eagle Retirement Plans, Inc. offers independent reviews and comprehensive planning for non-profit organizations, including:  consultation services, custom solutions, benchmarking services, best practice reviews and, as always, an independent approach.  Our approach is simple:  we invest the time necessary to understand our customer and their needs.  Then, we take a problem-solving approach to generate creative solutions for their specific situation.  If you already have a plan in place, now is the time to step back and evaluate: 

  • Is the plan meeting the objectives originally established?
  • How does the plan compare in key areas such as cost, investment selection and performance?
  • Does everyone involved in the operation of the plan understand their responsibilities and are they held accountable? 

Our latest client is saving more than $9,000 per year by implementing the recommended solutions! > More