Affluent Individuals & Families

Planning for Affluent Individuals and Families
As a high net-worth investor, your financial planning needs may be unusually complex. Just as you may need the services of a CFO to manage the financial aspects of your business, your personal finances deserve an equal level of strategy, focus, and attention to detail. At Eagles’ Club, our specialized service program and advisors experience with financial planning for affluent individuals and families is designed to  help give you the freedom to focus on other aspects of your life—your business, your family, your leisure time—knowing aspects of your finances are being monitored with a close eye to potentially help grow your significant assets while leveraging risk and reducing taxation.
Working with your entire team of trusted professionals, including your CPA, attorneys, and others, advisors create the financial blueprint for your  financial journey—from today, through retirement, and finally to transferring and preserving your legacy for future generations.
Advisors comprehensive financial planning services include: 
  • Retirement and Income Planning for business owners and high net-worth professionals, such as qualified plans, balancing deferred and immediate taxation, and planning for a growing life expectancy.
  • Comprehensive Planning for Widows to help navigate the many financial aspects of taking over a complex estate. From helping alleviate the emotional equation from many of the decisions that must be made immediately, to assisting you maintain your lifestyle and establishing streams of income over the long term, we’re here to help. 
  • Active Investment Management we partner with professional money managers who provide opportunities commiserate with your risk tolerance.
  • Customized Risk Management to address the specialized insurance needs of affluent individuals and families. As an independent, non-affiliated provider, we are product- and company-neutral, giving us the freedom to recommend the insurance strategies that are suitable for you, including life, disability, critical illness, long term care (LTC), med-supplement, medical, auto, homeowner, malpractice, and umbrella insurance.To address specialty risk related to the complex estate planning and wealth transfer issues of our high-net-worth clientele, we work with a network of trusted partners who specialize in a variety of areas outside our expertise. 
  • Specialized Trusts designed to protect your personal and business assets while providing care for those in need. Utilizing vehicles such as LTC trusts and Dynasty Trusts. Working with your attorney we identify the trusts suitable for your particular situation.

Charitable Gifting
strategies that align with your personal philanthropic values and your family's mission. In addition to helping identify and select the most appropriate options, we provide education regarding charitable gifting opportunities.

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Mutual of Omaha Investor Services, Inc. and its representatives do not provide tax or legal advice. Any tax or legal information provided here is merely a summary of our understanding and interpretation of some of the current regulations and is not exhaustive. Tax-law is subject to frequent change; therefore it is important to coordinate with your tax advisor for the latest IRS rulings and specific tax advice, prior to undertaking an investment plan.
Securities offered through Mutual of Omaha Investor Services, Inc. a Registered Broker/Dealer. Member FINRA/SIPC. Advisory services offered through Mutual of Omaha Investor Services, Inc., a SEC Registered Investment Advisory Firm. Eagles' Club and Mutual of Omaha Investor Services, Inc are not affiliated.
Securities, Insurance and Advisory licensed in State of California. California Department of Insurance License Number 0660322. Also Insurance licensed in Kentucky.