Financial Planning*

 "Having an exciting destination is like setting a needle in your compass.  From then on, the compass knows only one point - its ideal.  And it will faithfully guide you there through the darkest nights and fiercest storms."  - Daniel Boone

In a personal financial planning engagement, Todd Cour, as a financial adviser with Eagle Strategies LLC, endeavors to consistently act in the best interest of his clients.  He believes not only should you be informed but proactively involved in the planning process.  Therefore he strives to keep you involved by holding financial reviews with each and every client to maintain a consistent open line of communication.

Through this process, he will help you accomplish the following:  identifying your financial objectives and choosing the right course of action based on your PURPOSE.  Your financial objectives may include but are not limited to the following:

• Creating and preserving personal wealth
• Maximizing wealth transfer
• Business Succession Strategies
• Reducing tax burdens**
• Securing retirement income
• Minimizing the risk of financial catastrophe
• Establishing charitable legacies
• Providing for a child's education
• Protection against inflation
• Increasing your peace of mind

 **Neither Todd M. Cour nor Cour Financial, LLC provides legal, tax or accounting advice. Please contact your own advisors for more information on your particular situation.