Financial advisor Pierre Nicolet, Wealth Advisor – Eagle Strategies 188 W Northern Lights Blvd Suite 1300, Anchorage, AK 99503

Our Services

• Investment Management: Tailored strategies to grow your wealth.
• Retirement Planning: Prepare for your future with confidence.
• Wealth Preservation: Strategies to protect your assets.
• Financial Planning: Comprehensive planning for life’s milestones.

How Engagements Work

When you engage with us, we begin with an initial consultation to understand your financial situation and goals. During this meeting, we will discuss your current assets, future objectives, and any concerns you might have. Based on this information, we will create a personalized financial plan tailored to your needs.

What to Bring

For your initial consultation, it’s helpful to bring:

• Recent financial statements (bank accounts, investment accounts)
• Retirement account information
• Insurance policies
• Budget or expense records
• Any relevant legal documents (wills, trusts)

FAQs

• What is a wealth advisor? A wealth advisor provides financial planning services that help clients manage and grow their assets.
• How do you charge for services? We typically charge based on a flat fee, hourly rate, or a percentage of assets under management. Specific details will be discussed during your consultation.
• Can you help with retirement planning? Yes, we specialize in retirement planning to ensure you have the resources you need for a comfortable retirement.
• What types of investments do you recommend? Investment recommendations are tailored to your individual goals, risk tolerance, and time horizon.
• How often will we meet? Meeting frequency can vary based on your needs, but we typically schedule regular check-ins to review your financial progress.
• What should I do if I want to start working with you? Simply reach out to us via phone or visit our office to schedule your initial consultation.
• Do you offer online consultations? Yes, we provide the option for virtual meetings for your convenience.
• How can I learn more about your services? You can visit our website or contact us directly for more information on our financial services.