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Our Clients

Our clients want more than just help with their investment
selection, or to be sold the “product of the day.”

Our clients want more than just help with their investment selection, or to be sold the “product of the day.” A significant percentage of our clients are former “do-it-yourselfers” who appreciate our objective, fee-based approach to financial planning^*.

Our typical new client is an individual, family or business with financial assets in excess of $100,000, with one or more of the following concerns:

How can I take full advantage of tax reduction strategies?^

Can I develop an easy to manage approach that satisfies cash flow needs throughout retirement without running out of money?

How can I reduce risk?

I want to simplify my financial life.

How can I protect assets from expenses due to extended periods of care, unnecessary taxation at death, and spendthrift problems created when unprepared beneficiaries receive large lump sums of money at a client’s passing?

*Financial planning serviced are provided by Anthony Miller and Michelle (Shelly) Gams who are Financial Advisers with Eagle Strategies LLC, a Registered Investment Adviser.

^Retirement Solutions does not provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions.

Our Clients

How can I take full advantage of tax reduction strategies?^

Can I develop an easy to manage approach that satisfies cash flow needs throughout retirement without running out of money?

How can I reduce risk?

I want to simplify my financial life.

How can I protect assets from expenses due to extended periods of care, unnecessary taxation at death, and spendthrift problems created when unprepared beneficiaries receive large lump sums of money at a client’s passing?

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