YOUR DREAMS MATTER

At Eagle Financial Solutions, LLC, we believe everyone should be able to live the retirement they’ve always wanted. Our team of professionals can help you create a well-thought-out strategy, using a variety of investments and insurance products and services, to help you address your financial needs and concerns.

OUR THREE-STEP PROCESS:

Step 1: Discover

Fill out the form below to schedule a meeting with us and discover what your ideal financial journey looks like.

Step 2: Evaluate

Using the Eagle Freedom Plan, our professionals will examine your current situation, and provide personalized solutions tailored to your needs.

Step 3: Plan

Receive a custom strategy to help you reach your unique goals.

Carol Bailey

Carroll Bailey

Retirement Income Strategist

Carroll is an experienced retirement and income strategist who has helped her clients protect millions of dollars in retirement assets. Since 1998, she has focused on designing customized financial plans that help her clients achieve their life goals, whether a client is still working and on the path to achieving financial success or is in retirement mode and striving to protect and preserve income and existing assets over the long term. She takes great pride in serving her clients, and it’s a wonderful feeling knowing she has helped them secure their financial future.

Dedicated to serving all who request financial planning assistance, Carroll is a proud member of the Council of Financial Educators, a 501(c)(3) nonprofit that informs the public on financial matters. Carroll is also a member of the National Social Security Advisor Association and holds a certificate of completion from NSSA. It is the only accredited Social Security program in the nation.

She currently resides in Sarasota with her fiancé, Bob. She enjoys boating with Bob, spending time at the beach, attending church and visiting their children and grandchildren in Ohio every chance she gets! She is licensed in and has clients in Florida, Ohio and Georgia.

Cell: 419-610-3621
Address: 5293 Camelot Drive West, Sarasota FL, 34233

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