The Estate & Retirement Planning Center

At The Estate & Retirement Planning Center, we're dedicated to helping individuals and families plan for their financial future. Our team, led by nationally-recognized Financial Strategist Tom Eaglehouse, offers a comprehensive range of services designed to ensure your financial security and peace of mind. From market investments to tax-free income planning, annuities, life insurance, long-term care, and estate planning, we're here to guide you every step of the way.

What We Do

We believe that every client's needs are unique, which is why we take the time to understand your goals and aspirations. Our services are tailored to address your specific situation, whether you're looking to secure your retirement, protect your assets, or ensure a legacy for your loved ones. We're committed to providing personalized advice and strategies that align with your values and objectives.

How To Begin

Getting started with us is simple. We invite you to discover what your ideal retirement could look like. Next, we'll help you evaluate your entire estate situation, identifying areas that are complete and those that need attention. Finally, we'll plan custom strategies to help you reach your goals. This process is designed to be easy and accessible, with no pressure to commit to anything you're not comfortable with.

Resources

To support you on your journey, we offer a variety of resources. Our blog is filled with educational articles and insights on topics such as retirement planning, investment strategies, and estate management. We also provide regular market commentary and newsletters to keep you informed about the latest developments in the financial world. Additionally, our educational videos and scheduled meetings with our advisors are available to help you make informed decisions.

IRA BLOG

Our IRA blog is dedicated to sharing expert advice and insights on Individual Retirement Accounts (IRAs). Here, you'll find articles on IRA optimization, contribution strategies, and how to leverage IRAs for your retirement goals.

Weekly Market Commentary

Stay up-to-date with our weekly market commentary, where we analyze market trends, provide investment insights, and offer practical advice for navigating the financial landscape.

Weekly Newsletter

Our weekly newsletter offers a concise overview of market news, investment strategies, and helpful tips for managing your financial future.

Educational Videos

Watch our educational videos to gain a deeper understanding of various financial topics, from investment strategies to estate planning.

Schedule A Meeting

If you're ready to start planning for your future, we invite you to schedule a meeting with one of our advisors. This is your chance to ask questions, share your goals, and receive personalized advice tailored to your needs.

At The Estate & Retirement Planning Center, we're committed to helping you build a better retirement. Let's start your journey today!