Independent Guidance for the Financial Well-Being of Individuals, Families, Businesses and Organizations

Prudent investment and financial decisions must be made while considering taxes. And tax considerations must be taken into account when considering investment strategies. As both accomplished tax professionals and Certified Financial Planners®, EagleStone offers clients an integrated total financial solution that includes tax preparation and planning, wealth advisory, asset protection, retirement benefits administration, and insurance and risk management. With all services and professionals under one roof, clients no longer are caught in the middle of four different offices.