Question 1

What services does the company offer?

Accepted Answer

The company offers a range of financial solutions, including investment vehicles, insurance products, and comprehensive problem-solving services to help clients pursue their desired financial goals and protect their loved ones.

Question 2

How does the company approach financial planning?

Accepted Answer

The company takes a logical, human-focused approach to financial planning, starting with the client's goals and dreams and then developing a tailored strategy that aligns with their financial objectives, risk parameters, and time horizon.

Question 3

What is the company's focus on client education?

Accepted Answer

The company is committed to coaching and educating clients so they can focus on living the life they truly desire, cutting through the emotional side of personal finance with a clear and actionable plan.

Question 4

How does the company ensure its clients' financial health?

Accepted Answer

The company recognizes that a client's financial health impacts every major aspect of their life, and so they work to create clarity in the confusing, hope in the uncertain, and opportunity in action, blending financial strategies with insurance solutions to protect the most important people in the client's life.

Question 5

What is the company's background and experience?

Accepted Answer

The company is led by a team of experienced financial professionals, including a Certified Financial Planner (CFP®), a Chartered Financial Consultant (ChFC®), a Retirement Income Certified Professional (RICP®), and a Certified in Long-Term Care (CLTC®), who have a robust network of resources and a proven track record of helping clients achieve their financial goals.

David Hannon - Eagle Strategies, LLC

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About David Hannon - Eagle Strategies, LLC

Frequently Asked Questions about David Hannon - Eagle Strategies, LLC

What services does the company offer?

How does the company approach financial planning?

What is the company's focus on client education?

How does the company ensure its clients' financial health?

What is the company's background and experience?

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