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“Don’t look out for your own interests, but take an interest in others, too.” – Philippians 2:4

At EagleFlight Wealth Management, we focus our faith-based financial planning on the following five areas of wealth and asset management:

Retirement Income Planning

Retirement Income Planning

We help clients prepare for what comes after their last paycheck. Retirement income planning is about figuring out how much money you will need to cover your expenses and whether you will have enough money to pay for your needs. Depending on when you retire, you may need enough money to pay expenses for 10, 20, 30, 40, or 50 years.

EagleFlight Wealth Management works with you to identify sources of income, estimate your expenses, and help you manage your property and mitigate risks.

Retirement Planning

Retirement Planning

It’s important to have the money you need to maintain your standard of living after you retire. Our team works with you to determine your financial goals to help you realize the returns on investment (ROI) you expect.

But from a faith-based planning perspective, return on life (ROL) is just as important as your return on investment, and our EagleFlight Wealth Management team also works to identify your personal goals.

What kind of time have you invested in others, and what have you returned to others? Your ROL is generated by righteous living and by the impact you have on others.

College Planning

College Planning

If you have children or grandchildren who might attend college, EagleFlight Wealth Management has options to help make college more affordable, including 529 plans and more sophisticated planning choices.

Not only can you hedge your risk against the ever-rising cost of a college education for your heirs, but with a 529 plan, you also can help mitigate your tax burden.

Insurance

Insurance

EagleFlight Wealth Management can service your insurance needs as well. We have life insurance options for adults and children and income replacement.

We also can talk about leaving a legacy, or passing along generational wealth, while avoiding a tax burden on your heirs or providing the money to pay off estate taxes. An irrevocable life insurance trust (ILIT) can be complex, but it can serve as a great benefit to your family after you pass. Additionally, we can work with you on long-term care plans.

Stewardship

Stewardship

At the heart of faith-based financial planning is the premise that God owns it all. Members of the EagleFlight Wealth Team can lead seminars at your church, focusing on faith-based investment portfolios and stewardship. We also consult in other areas, including estate planning, tax mitigation strategies, and charitable giving.

The EagleFlight Wealth Management team confirms your investments and money moves are in line with where you want to go and what you believe. To learn how we can safeguard your future, contact us today.

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