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:
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.
Eagles' Club in LA, CA for assistance with managing your portfolio.
Eagles' Club
Administration office:
120 Encino Avenue
Camarillo, CA. 93010
Los Angeles Office
10880 Wilshire Blvd. Suite 2222
L.A, CA. 90024
Fax: 818-992-9997
Toll Free: 866-900-AIDA
aida.eaglesclub@adviserfocus.com
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.