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Financial Plans

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Financial Plans

Eager Financial offers guidance and advice on retirement funding in one of two basic ways: 1) PRODUCT related advice on Annuities and Insurance based products; or 2) through the purchase of a HOLISTIC FINANCIAL PLAN.

The PRODUCT related guidance approach is our default and requires no fee or compensation from you at all. And when and if you decide to purchase a retirement product, such as an Annuity or a Life Insurance based income policy and strategy, our compensation is provided directly from the marketing budget of the insurance carrier. This does not reduce the amount of your investment which is completely dedicated to work for your financial interest per the terms described in the product application. That payment is our finder’s fee / commission.

The HOLISTIC FINANCIAL PLAN approach is available when you instead choose to purchase the development of formal Financial Plan.

Developing, testing, documenting, and living by a formal financial plan is often the best way to protect and expand your investment portfolio. And if you are carefully managing to a financial plan, reviewing it regularly with your advisor can be crucial to your success.

Eager Financial makes available to you, a unique 6-part financial planning process considering Financial Position, Protection Planning, Investment Planning, Tax Planning*, Retirement Planning and Estate Planning*. The completed Financial Plan can be developed on a one-time flat fee basis where no further plan related billing occurs until such time that you request and schedule a follow-on review. Alternatively, you may opt for on-going guidance without or with the inclusion of full account management, all of which would be subject to on-going fees per the terms of the arrangement. For more information and to speak with a finanacial professional click Contact us. 

*Always seek the advice of you professional tax and/ or legal advisor before making any decisions.

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Phone / Email
(203) 833-1357 /

Hours of Operation
 9 am - 8 pm

441 Oxford Rd, Suite 2-A  
Oxford, CT 06478
(By appointment Only)

Service Area