Why Clients Turn To Us

Helping To Ease You Through The Personal
And Financial Transitions In Your Life

You may be facing an unfamiliar situation and wondering what to do next.

You may be looking for experienced financial advice to address your new circumstances. For example, you may be:

A pre-retiree looking towards a new phase of life in retirement,

Already retired, wanting to be sure you are maximizing your retirement income,

An executive who has advanced in your career,

A business owner who is buying or selling a business or is guiding a growing business with complex planning and succession issues to resolve,

An individual who has inherited wealth,

Someone diagnosed with a serious illness,

An individual who has lost a loved one, or

Going through a divorce or are recently divorced.

You may be in an unaccustomed place in your life. That means you are facing new questions that need to be asked and answered. What's more, your situation may now be more complex – a time when you want to turn to someone accustomed to smoothing the way through these thorny situations.

There is an answer.

You can call on individuals who know how to combine professional competence in financial planning and human empathy to your evolving situation.

Today, American Eagle Wealth Advisors focuses on helping a select number of clients and their families (many have more than $1 million in investable assets) successfully navigate the complexities of major financial events in their lives and their businesses.

Helping You Make Smart Decisions About Your Money

Our Strategic Financial Planning And Management Process does not provide a cookie-cutter solution that is the same for everyone. The 5 Steps in this process lead to a comprehensive plan custom-tailored for each client. It provides a bridge from where you are today to what you want for tomorrow. For more information about the financial planning process.

Expanding Your Resources
With Your Private "Chief Financial Officer"

Small business owners, busy professionals and housewives have much in common with a Chief Executive Officer (CEO) in the corporate world.

The CEO often wears many hats and has to keep many balls in the air at the same time. So it is with most busy individuals juggling professional, business, and personal responsibilities all at the same time.

In the corporate world the CEO relies on and works closely with his Chief Financial Officer (CFO).

The CFO's role is to organize, manage and present to the CEO the financial information needed to manage the company effectively and keep it on track to reach its goals. Yet, the CEO retains the decision making authority.

Our goal is to fill the role of a "Private CFO" for our clients who value having someone do for them what the "Corporate CFO" does for the Corporate CEO.

And, just like the Corporate CEO, each client is the ultimate decision maker; no one takes that away from them. Our clients get a CFO’s support to organize and manage their financial lives, freeing them to focus on what matters most to them — things that cannot be delegated to someone else.

Simply put, our clients gain their private CFO.

Receiving The Advantages Of "Institutional" Investing

We often talk with people who are frustrated by dismal investment returns or have concerns about portfolio risks. Numerous studies (such as "Quantitative Analysis of Investor Behavior Report," 2010 Update, Dalbar, Inc.) show that, typically, individual investors significantly underperform both the market and institutional investors. (To discover more you can sign up above for our investment planning white paper)

Why is that?

Institutional investors hire consultants to develop their investment policies then hire best-of-class money managers to implement them.

They also follow a disciplined investment planning process which most individual investors lack.

We can fill that consulting role for our individual clients helping them implement an institutional-like process so they may experience institution-like results. Raymond James Asset Management Due Diligence Team helps us screen, monitor, and select appropriate managers for you. (To discover more you can sign up above for our investment planning white paper)

Gaining A Coordinator To Take The Lead
In Getting Your Key Advisors To Work Together

One of the biggest frustrations for many investors is the lack of communication between their financial advisor and their other professionals such as their attorney or CPA.

Through our wealth management process we consult with our client's other advisors. This process helps get each of a client's financial professionals looking at their whole picture, talking to each other, and exchanging ideas for the client’s benefit.

Smoothing Life Transitions With Service
That Puts The Client First

We operate from a client-first tradition in every aspect of client service. We are genuinely interested in each client's well-being and in meeting their financial needs in a timely manner.

Our goal is to help our clients feel more confident in their financial future when we are watching out for them under a "recurring cycle of care." The key to this high level of personal service is our commitment to limit the number of select clients we work with.

Profiting From Independent Advice

You receive objective advice that's in your best interest. As independent advisors, we can address the clients' tough challenges with sound, unbiased advice. We have no vested interests and no proprietary products to sell.

In addition, American Eagle Wealth Advisors bring with them the worldwide resources of the solid, highly rated, and respected Raymond James Financial Services, Inc. Significantly, Raymond James has not suffered from the current financial and economic turmoil.

If you are interested in financial advisors who understand the transitions in your life,

If you would like advisors who concentrate on taking extra care to ease you through your new and sometimes puzzling situations,

If you are looking for help to make sound decisions about your future through a Strategic Financial Planning and Management Process,

Then, American Eagle Wealth Advisors is your answer. For more information you can send an email to Ed.Dower@aewealthadvisors.com. Or you can call Ed at
916-858-1111.