Having over 20 years in the financial services industry, Mary Anne offers unbiased fee-based financial planning advice and investment advisory services through Eagle Strategies, LLC, an independently operated affiliate of New York Life.
The key to achieving your long-term financial objectives is PLANNING. Your goal spectrum may range from funding your children’s college education, protecting your family during your working years, investing in your established business (or starting a new business venture!), supporting your favorite charitable organization, guaranteeing your own retirement security, or ALL OF THE ABOVE.
Seek relationships, not transactions.
Build client relationships on confidentiality, trust, and performance.
Client-focused -- always do what is in the client's best interest.
Strengthen families (and communities) through a multi-generational approach to investing and planning.
It's your money --tell it what to do!
Get acquainted. Please contact Mary Anne to arrange a meeting to review your goals and discuss the products and services that may help you.
Educate your adviser. Don't expect Mary Anne to be a mind reader. She may anticipate many of your needs, but will not assume anything. That's why it's so important that you be candid in providing information.
Educate yourself. At the same time, you too should ask a lot of questions. Be inquisitive. Ask Mary Anne for details and explanations about recommendations and how certain plans may work. Remember, the only "dumb question" is the one that isn't asked.
Make it a team effort. Let’s work together. Listen carefully to the recommendations, but remember — all decisions are yours. Make sure you're comfortable with the outcome.
Having financial peace brings focus and joy to other areas of your life. Begin this journey with Mary Anne and contact her for additional information or to schedule a complimentary 1 hour consultation.
Email Mary Anne at firstname.lastname@example.org
Thank you for visiting www.trianglewealthcare.com!