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Gearhart, OR 97138

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Bridging the Confidence Gap Tuning Your Social Security Benefit Saving for College 101 The Latte Lie and Other Myths

Eagle Financial Group, LLC

Your Partner for Greater Success

Our commitment is to help you work towards achieving all your financial goals and to provide you with a more “worry free” retirement. At Eagle Financial Group, LLC, we have a commitment to excellence in everything we do. We consider it an honor and a privilege to help our clients work towards making sound investment decisions that will contribute toward a more secure future.

We provide impeccable client service to help reduce taxes and protect assets by utilizing numerous investment products and strategies, so we can help protect our client’s lifestyle for a lifetime.


Steps to consider so you can potentially accumulate the money you'll need to pursue the retirement activities you want.


Create an investment strategy that’s designed to pursue your risk tolerance, time horizon, and goals.


Manage personal affairs while you're alive and control the distribution of wealth upon your death.


A well-structured insurance program can help protect your loved ones from the financial consequences of unexpected events.


Understanding tax strategies can potentially help you better manage your overall tax situation.


Managing your money involves more than simply making and following a budget.


How to strike a balance between work and leisure is just one aspect of the wide-ranging Lifestyle matters.

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Problems with Probate

Problems with Probate

Probate can be a completely public process, or it can be managed to include as little information as possible.

What Do Your Taxes Pay For?

What Do Your Taxes Pay For?

Here's a breakdown of how the federal government spends your tax money.

Your Emergency Fund: How Much Is Enough?

Your Emergency Fund: How Much Is Enough?

Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.


Critical Estate Documents

Sound estate management includes creating financial and healthcare documents. Here's an inside look.

What Is an Annuity?

Annuities are versatile tools that can help you save for retirement and generate income in retirement.

Measuring the Value of a Financial Advisor

Ever wonder what the real value of a financial advisor is? It’s not just added portfolio returns.

Do You Owe The AMT?

If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.

Understanding Long-Term Care

Understanding the types of long-term-care services—and what those services could cost—may be critical.

Protecting Your Home Against Flood Loss

Protect yourself against the damage that your homeowners policy doesn’t cover.

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Estimate Your RMD

Help determine the required minimum distribution from an IRA or other qualified retirement plan.

Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.

Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

Impact of Taxes and Inflation

Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

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5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

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A Bucket Plan to Go with Your Bucket List

A bucket plan can help you be better prepared for a comfortable retirement.

Tuning Your Social Security Benefit

When should you take your Social Security benefit?

Global and International Funds

Investors seeking world investments can choose between global and international funds. What's the difference?

Extended Care: A Patchwork of Possibilities

What is your plan for health care during retirement?

Acres of Diamonds

In life it often happens that the answers to our most pressing questions are right in our own backyards.

The New Wild West: Bitcoin

Bitcoin’s future is uncertain, but one thing is for sure: it’s the wild west out there, and there is no sheriff in town.

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