"When was the last time your Financial Advisor,
Lawyer, Accountant and Insurance Partner all gathered in one room to develop a plan for
you, a plan for your family?"
If you are like most people this never happens.
The problem arises due to the different agendas these professionals must pursue in order
to make a living. Eagle Steward Wealth Management, a registered investment advisor licensed in New
York, North Carolina and Kentucky, has spent 16 years assisting people
in all areas of tax and estate planning. Taking a moment to speak to us will be one of the most
revealing and beneficial steps you could ever take to truly solidify the outcomes you
hoped would happen.
Bill Tatro* began his career as an Account
Executive with Merrill Lynch in 1975. While at Prudential Securities,
from 1980 to 1991, he became Senior Vice President and a member of the
prestigious Chairman's Council. He also acted as an educational and
motivational speaker, traveling the country to instruct Prudential
associates on business philosophies, client relations, and marketing
strategies. In 1991, Bill established Eagle Steward Ltd. in order to
provide much needed opportunities to solve critical estate planning
issues. 16 Years later, Eagle Steward Ltd. is regarded as one of the
Nations premier complete Estate Planning firms. Eagle Steward meets
clients local, regional and national needs. |
With over 30 years of Investment Experience the principals at Eagle Steward Ltd. have
prided themselves on extraordinary customer service. Our representatives make a point to
contact their entire clientele at least once a month. Our customers are always informed
about current market conditions, future market projections, trends and outlooks. By
incorporating a team approach, initiated by your representative, you will always receive
educated and factual answers to your financial, legal, accounting or insurance questions.
For over 16 years Eagle Steward Ltd. has
followed an extremely nonintimidating, simplistic business model geared
for the average person seeking answers. Prospecting clients of Eagle
Steward Ltd. are encouraged to attend one of our free Informational
Workshops. At this event an individual will learn more about the complex
world of Estate Planning, the rules and regulations of Nursing Homes and
some simple techniques to avoid Probate.
|
