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Neely • German Financial Services

Financial planning is reassuring to know you have a clear plan for the future.

Financial planning can help you organize your finances to make the most of your money and avoid situations you may not have anticipated.

John Neely and Kyle German are always thinking ahead and have long-standing expertise and experience in advising individuals, couples and families, companies and trusts. With their guidance, you can have a strategy for whatever life brings.

It is never too soon to plan for your future. By getting you to focus on the lifestyle you want, the income you will need and who might be depending on you, planning can help you and your investment manager to set your investment goals.

It gives you peace of mind to know that you have retirement covered, and can help children and grandchildren with expenses like school and university fees and buying a home.

If you're concerned about:

Wealth preservation/Estate planning

Business succession strategies

Retirement planning

Education funding

Portfolio management

Charitable gifting

Risk Management

As Financial Advisers with Eagle Strategies LLC, a Registered Investment Adviser, we can provide you with a plan to help you achieve your financial goals.

Please use our Web site as a resource, and do not hesitate to contact us for additional information or to schedule a meeting. Thank you for your interest.

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