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David R. Eggleston
Financial Advisor
CFP®
Eagle Strategies10375 Centurion Parkway North, Suite 300, Jacksonville, FL 32256
Broker Affiliation: NYLIFE Securities
My Approach
Financial planning isn't one-size-fits-all. I specialize in helping individuals and families navigate the complex financial crossroads of life, focusing heavily on these unique groups and the major moments that define their journeys.
The Clients I Serve
High Earning First Generation
Retirees or Seniors
Major Milestones I Specialize In
Early Retirement or Financial Independence
End of Life and Legacy Planning
Retirement Planning
Our 7 Steps to Financial Planning
Certified Financial Planners have a proven blueprint for success—but your planner builds it entirely around you.
Summarized from the CFP® Board's Practice Standards. cfp.net
My Process
We always start with a "get to know you" meeting. This gives us an opportunity to find out a little bit about the client and their thought process. We can also explain in person how we work and what the planning process will look like, so the client can begin to understand what is involved. This gives us both an opportunity to see if we will be a good match. Once that is determined, we establish the scope of the engagement and set up a follow up to fact gather and begin the steps of the financial planning process.
Disclosures
This material is provided for informational purposes only and does not constitute investment, tax, or legal advice. It is not a recommendation or solicitation to buy or sell any security, insurance product, or investment strategy. Past performance does not guarantee future results. All investing involves risk, including the possible loss of principal. Tax and legal matters are outside the scope of this engagement; consult your attorney, accountant, and other qualified professionals before making financial decisions. Additional information about this financial professional, including registration status and disciplinary history, is available through FINRA BrokerCheck and the SEC Investment Adviser Public Disclosure website.