Eagle Financial Solutions

Rising Together!

Investment service in Columbus, OH (show on map)

4.6

★★★★★

9 reviews

Eagle Financial Solutions helps clients achieve wealth goals through personalized, evidence-based strategies.

Call (614) 536-0222

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About

At Eagle Financial Solutions, our team has one mission: to help you achieve your wealth goals by developing, recommending, and executing bold, evidence-based strategies personalized to your specific needs. Whether working with individuals, families, or businesses, our team collaborates to identify wealth goals, offer financial insights and advice, create a plan to accumulate and grow wealth, and do it all in a supportive, pressure-free environment.

We provide a range of services including financial planning, investments, retirement planning, social security optimization, college savings, life and long-term care insurance, trust and estate planning, philanthropic planning, personal tax reduction, asset protection, business strategy, protection and risk mitigation, and employee benefits through our Flex&Soar solution.

Personalized, evidence-based strategies

Pressure-free environment

Comprehensive service range from personal to business planning

Services

Financial Planning

Comprehensive financial planning services including investments, retirement planning, social security optimization, and college savings.

Personalized strategies Evidence-based planning Pressure-free environment

Insurance Planning

Life insurance and long-term care insurance solutions.

Life insurance Long-term care coverage

Legacy Planning

Trust and estate planning, as well as philanthropic planning to ensure wealth is passed on securely and supports charitable causes.

Trust & estate planning Philanthropic planning

Advanced Personal Planning

Personal tax reduction strategies and asset protection measures.

Personal tax reduction Asset protection

Business Strategy

Financial forecasting and exit & succession planning for businesses.

Financial forecasting Exit & succession planning

Protection & Risk Mitigation

Buy/sell agreements and key employee coverage to protect businesses from risks.

Buy/sell agreements Key employee coverage

Credentials & Certifications

Advanced Planning Strategist

Co-author of The Secret to Lifetime Financial Security

Dual-licensed in insurance and securities

Member of National Social Security Advisor Association

Reviews

Rating

4.6

★★★★★

Reviews

"I've been with them over 15 years with great results."

Frequently Asked Questions

What is the purpose of the Beyond Retirement 101 course? +

The Beyond Retirement 101 course is designed to help pre-retirees and newly retired individuals understand complex retirement topics, maximize savings, optimize Social Security timing, and prepare for long-term care.

How does Flex&Soar benefit key employees and businesses? +

Flex&Soar provides a flexible employee benefits solution that retains key employees, improves cash flow, securely grows wealth, plans for the future, and helps achieve business objectives.

What types of insurance planning does Eagle Financial Solutions offer? +

Eagle Financial Solutions offers life insurance and long-term care insurance planning to protect clients' financial well-being.

What is included in advanced personal planning services? +

Advanced personal planning includes personal tax reduction strategies and asset protection measures to minimize tax liabilities and safeguard wealth.

How does Eagle Financial Solutions approach business strategy? +

Business strategy services include financial forecasting and exit & succession planning to help businesses grow and transition smoothly.