At Eagles’ Club, advisors offer Advanced Comprehensive Financial Planning Services to affluent individuals and principals at midsize corporations who expect a higher level of service and excellence. Leveraging decades of experience in asset allocation and detailed business planning, they welcome and embrace changes in tax and legal regulations, viewing each change as a new opportunity for adjustment and growth. The advisors access to an extensive menu of risk management products at many top-rated insurance companies gives them the ability to create a customized and highly competitive strategy to address your personal and business insurance needs.
Ultimately, the goal is to provide a flexible, changeable, and maneuverable “blueprint” for your financial success—one that provides a solid foundation for development and includes alternate paths to pursue success in the face of inevitable detours and unseen prospects for greater growth. Let us assist you with wealth management in California.
Commitment to Excellence:
Strong working relationships are built over many years. We prefer to work with individuals and corporations that share our long-term perspectives because pursuing financial success is an ongoing process, not a single event.
The selection of an advisor is one of great importance and should be made with as much data as is available. We hope this presentation encourages you to examine your current relationships in light of the services our clients receive.
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.