EagleStone is Proud to Announce Joseph Lager, CPA, CDFA and ESTWA’s Director of Tax & Accounting, Has Earned the Certified Fraud Examiner (CFE) Credential

Insurance & Annuities

About



At EagleStone, we believe in the importance of fully understanding each client’s financial picture and goals, and then developing a comprehensive plan that supports the client’s objectives and creates the kind of life they desire.

As fiduciaries, we are obligated to act in the best interest of the client. Likewise, our complete menu of solutions includes insurance and annuity services that work in tandem with financial planning and asset management to help clients achieve peace of mind.

Insurance Planning – For Businesses and Individuals

  • Life
  • Disability
  • Long-Term Care
  • Workers’ Compensation
  • Directors & Officers
  • Business Continuation
  • Key Person Insurance
  • Buy-Sell and Disability

Annuities

  • Variable
  • Fixed
  • Equity-Indexed
  • Structured

Complete Risk Analysis and Risk Management Applications

Your financial plan may encounter unexpected bumps along the way and might not account for various events like disability, a premature death, a long-term-care event, or a downturn in the markets. Years of experience have taught us that these unexpected events do occur.

Our role as an advisor is to help you understand what events can disrupt your financial plan and develop strategies to minimize those risks. Our team has insurance-licensed professionals that can help you understand policies you already have in place and educate you on various alternatives.  We will also work with your existing insurance specialist, attorney, and any other professionals to develop a risk management plan that fits your goals.

Contact us to learn more

Joe Kantakevich, CFP®

Director of Investments & Portfolio Management

Kevin Moody

Senior Wealth Advisor

Main Phone: 301-924-2160



At EagleStone, we believe in the importance of fully understanding each client’s financial picture and goals, and then developing a comprehensive plan that supports the client’s objectives and creates the kind of life they desire.

As fiduciaries, we are obligated to act in the best interest of the client. Likewise, our complete menu of solutions includes insurance and annuity services that work in tandem with financial planning and asset management to help clients achieve peace of mind.

Insurance Planning – For Businesses and Individuals

  • Life
  • Disability
  • Long-Term Care
  • Workers’ Compensation
  • Directors & Officers
  • Business Continuation
  • Key Person Insurance
  • Buy-Sell and Disability

Annuities

  • Variable
  • Fixed
  • Equity-Indexed
  • Structured

Complete Risk Analysis and Risk Management Applications

Your financial plan may encounter unexpected bumps along the way and might not account for various events like disability, a premature death, a long-term-care event, or a downturn in the markets. Years of experience have taught us that these unexpected events do occur.

Our role as an advisor is to help you understand what events can disrupt your financial plan and develop strategies to minimize those risks. Our team has insurance-licensed professionals that can help you understand policies you already have in place and educate you on various alternatives.  We will also work with your existing insurance specialist, attorney, and any other professionals to develop a risk management plan that fits your goals.

Joe Kantakevich, CFP®

Director of Investments & Portfolio Management

Kevin Moody

Senior Wealth Advisor

Main Phone: 301-924-2160

Contact Us

Get in touch with one of our professionals to discuss your needs.


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Securities offered through DAI Securities, LLC. Member FINRA/SIPC. Advisory Services offered through EagleStone Tax & Wealth Advisors. EagleStone Tax & Wealth Advisors is not affiliated with DAI Securities. Financial planning, investment and wealth management services provided through EagleStone Wealth Advisors, Inc. Tax and accounting services provided through EagleStone Tax & Accounting Services.

Download our Form CRS (Client Relationship Summary) by clicking here.

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Download our ADV Part 2A brochure by clicking here.

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Investment products & services are only available to residents of CO, DC, FL, KS, KY, MA, MD, NC, NY, PA, SC, VA & WA.

Licensed to sell insurance and variable annuities in the following States: DC, DE, FL, MD, ME, MI, NC, NJ, NY, PA, SC, & VA.

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