Who We Serve

Business Owners

Despite pouring your time, energy, and heart into your business, your expertise in the field may not extend to financial matters, particularly taxes. While you're certain that there are areas in your business ripe for growth, identifying them from your close vantage point is challenging. You're eager to increase your potential and decrease tax payments to bring home more of what you're earning.

Our team comprises CPAs, tax attorneys, actuaries, engineers, third-party administrators, and other professionals who are authorities in tax reduction planning and business expansion. We will assist you in clarifying your objectives, reducing your tax burden within the bounds of the law, and creating a forward-looking plan. Additionally, as a team, we're always available to answer questions or revise your strategy with just one phone call, providing you with world-class guidance and planning.

Our technology-based tools for business diagnostics will help you stay ahead of the curve by identifying optimal areas for growth, enabling you to realize your aspirations and convert your accomplishments into your personal life.

CPA Firms

While your CPA firm is thriving, you understand that its future success hinges on providing more than reactive services such as tax preparation, audits, and financial statements. As your clients seek your guidance on business matters, you're eager to chart a path that adds greater value to their businesses without referring them to third parties and losing their business.

At Eagle Financial Solutions, we can assist you in transforming into a forward-thinking CPA firm through our team-based model. We offer comprehensive management consulting and a family office experience that provides you with an in-house team of experts who are fully prepared to meet your clients' evolving needs.

Becoming a proactive, multidisciplinary CPA firm, powered by a brain trust of specialists, experts, and state-of-the-art proprietary technology-based systems, will allow you to retain your current clients and attract new ones. With our help, you can offer your clients a level of service that goes beyond traditional CPA firms, making your firm the go-to choice for businesses seeking trusted advice and support.

High Income /High Net Worth

Achieving success requires hard work, but it also brings with it complex financial matters to manage. Despite having a dedicated team of financial professionals, you may feel uncertain if there are gaps that have gone unnoticed or missed opportunities for growth. How can you streamline and simplify your finances without sacrificing potential benefits?

At Eagle Financial Solutions, our team-based model can provide you with clarity instead of complexity, allowing you more time to focus on your interests and aspirations. Our team comprises nationally-recognized experts who will provide you with a family office experience and consolidate all your financial components into a seamless, carefully curated whole.

Moreover, as a modern advisor, we fully leverage cutting-edge financial technology. Our intuitive diagnostic tools can identify growth areas proactively and provide timely, efficient, and inventive solutions to help you achieve your objectives.


We at Eagle Financial Solutions specialize in helping individuals plan and prepare for their retirement years providing a range of services, including investment management, financial planning, tax planning, and estate planning. Our team works closely with clients to assess their current financial situation, determine their retirement goals, and develop a customized retirement plan to help them achieve those goals. Our ultimate goal is to help clients achieve financial security and peace of mind in their retirement years.

Building Personalized Financial Strategies

Eagle Financial Solutions fills in the holes in your financial strategy. Whether you're an entrepreneur just starting out, a young family just beginning your investment journey or someone close to retirement looking to maximize and protect the assets you've accumulated, our strategies build around your unique investments, income, taxes, and risks to open the doors to secure financial health.

Prepare for retirement by putting your assets to work.

  • Dividend-Paying Whole Life Insurance
  • Wealth Management
  • Alternative Investment Strategies
  • 401(K)/IRA Rollovers
  • Annuities

Preserve & Protect
Protect what matters most. Your family, your income & your assets.

  • Team Insurance
  • Asset Protection Services
  • Tax-Efficient Strategies
  • Long-Term Care Strategies

Create a retirement plan that not only provides income for your retirement, but for the people and causes you care about for generations to come.

  • Retirement Income Strategies
  • Legacy Planning