Services

Our Client Diagram - Introductory Meeting, Discovery: Data Collection, Design, Blue Print Meeting, Final Recommendation, Plan Implementation, Periodic Review

As a financial advisor with Eagle Strategies LLC, Michael L. Leichner understands that all of his clients are at different points on their financial journey. Michael has two different client experiences depending on the needs of their clients:

Comprehensive Fee Based Financial Planning*: This is an in depth financial planning process that explores all aspects of a clients financial objectives and where they stand in regard to their objectives. This process is fee based and typically explores the following areas for clients:

  • Long Term Objectives: Education Planning, Retirement Planning, Legacy and Wealth Transfer

  • Short Term Objectives: Emergency Reserves, Short Term Goals, Cash Flow Analysis

  • Risk Management: Death, Disability, and Health Care Planning

  • This is an objective fee based process that typically involves 5-7 meetings.

Problem Solving: This process is shorter and is designed for clients who have a specific problem that they are trying to solve. The process is geared towards clients who will face significant life changes in the near future and completing a full comprehensive plan is irrelevant at this time. This process is not fee based and typically is 3 meetings.

*All financial planning and advisory services are offered through Eagle Strategies LLC, a registered investment adviser.  Leichner Financial Group, Inc is not owned or operated by Eagle Strategies LLC.

Neither New York Life Insurance Company, nor its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.