Investment Solutions

Once you have determined the retirement option you will leverage to invest your savings, you will need to determine the appropriate investment solutions to help you achieve your retirement goals. By working with us, you will have access to the following suite of investment solutions.

Investment Advisory Solutions

Eagle’s wealth management platform consists of investment advisory programs including Fund Advisory and Rep Directed Programs. These programs provide us with the tools we need to build customized solutions based on your individual goals, risk tolerance, and investment time horizon. This solution features professional money management and access to experienced, well-known asset managers.

Mutual Funds

Mutual funds offer you the opportunity to allocate a portion of your retirement savings to professionally managed portfolios in a variety of markets including fixed income, domestic and international equity. These allocations allow you to continue growing your portfolio even as you draw down on your retirement savings.

Variable Annuities

Variable annuities offer a wide variety of investment options or underlying funds. Primarily for those who are still saving for retirement, they offer the potential to grow your assets in the market, some access to your money, and investment or legacy protection.

Fixed Deferred Annuities

A fixed deferred annuity can help you grow and protect your retirement savings. The money in your annuity earns a guaranteed, fixed rate of interest. Fixed deferred annuities are suitable for people who are looking for a long-term, low risk retirement solution that historically offers higher crediting/interest rates than many other fixed interest options.

Guaranteed Income Annuities

A guaranteed income annuity provides you with a worry-free stream of guaranteed income during retirement. You can purchase one before or after you retire. The money in your annuity – which you invest as a lump sum or in a series of payments, depending on the policy you choose – generates a stream of income for as long as you live. The amount of income you receive depends on several factors including your age, gender, premium amount, and your chosen payout option.

We are ready to work with you. In partnership, we will help guide you in making thoughtful decisions about how to secure and achieve your retirement goals. Ours is, first and foremost, a long-term partnership built on trust, and we look forward to working with you.



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