Driven by your Success! Dedicated to meet your Financial Goals!
At New Eagle Wealth Management, we believe our number one priority is to make you, our clients, financially successful. We take a consultative approach to uncover what’s important to you and your family and then develop a plan that will pursue those goals and objectives. In order to be financially successful you need someone who will take the time to understand any personal circumstances or external influences that could be a factor in your particular situation.
Wealth planning can only happen when you are working with someone who realizes that wealth planning is more than just about retirement or transferring of your estate, but how to fully meet your goals and objectives today.
We believe that through research and our relationships with our product carriers we will work to help you pursue your goals and objectives to make you financially successful.
As a division of The New Eagle Group we are able to draw expertise from our in-house tax service, property and casualty insurance and real-estate businesses are complementing your personal needs as well. This is one more way we are committed to doing the right thing for our clients.
We believe that taking care of your family is as important to us as it is to you. Call Michelle today!
I recently joined The New Eagle Group to help start New Eagle Wealth Management. After 12 years in banking I decided to make a career changed and received my Series 7 and Series 66 licenses to become a Financial Adviser. I am excited about my career change and the ability to help clients become financially successful through careful planning and saving. I have a great husband and three wonderful boys who help to keep me very busy.
With so many products available in today’s marketplace we will do the research for you to find the right product or service to match your financial needs.
For a financial solution to meet your wealth management needs, please call Michelle Murdock today at 563.582.5834.