Our Mission:
EAGLE’S mission is to help our clients grow wealth with little to no risk, never pay another penny of interest to a bank, and retire in comfort with zero reliance on social security. We use a unique strategy called Banking On Yourself™ to help our clients achieve financial freedom. Banking On Yourself™ furthers our mission by helping our clients pocket the interest they would otherwise pay to financial institutions, get back the entire purchase price of things they buy, and grow wealth tax-advantaged and risk-free.
Our Services:
Banking On Yourself™: This is our core business focus, and, we believe, a centrally important part of any financial planning process. Our advisors are Certified Bank On Yourself™ Advisors, who have completed a rigorous training course in the use of this strategy before achieving certification. There are currently only about 200 certified advisors in the United States.
Other Life Insurance: Your Bank On Yourself™ policy will cover many people’s life insurance needs. However, should you need additional term insurance as well, we can also provide term coverage for you at very competitive rates.
College Planning: Our certified College Planning Specialists can help you
- Find the best schools for your child based on his/her interests and your budget
- Help you get the largest financial aid package available to you
- Guide you through the college and financial aid application process
- Provide you with a college planning checklist and timeline for completion of necessary steps
- Show you how to pay for any out-of-pocket portion of your child’s college costs in the most efficient and tax-favored manner possible
(To learn more about our College Planning services, please click on the “College Planning" button to the right, or visit www.efscollegeplanning.com for more information, or to register for a workshop.)
Retirement Planning: This is normally included in your Bank On Yourself™ plan, but if for some reason Banking On Yourself™ does not make sense for you in your particular situation, we can also help you with other ideas for preparing for retirement.
Investing: John Shedenhelm is Series 6 licensed, and works with many clients to serve their investment needs. Investing can also go hand-in-hand with Banking On Yourself™ -- please request an appointment if you are interested in learning more about how this works!
Estate Planning/Wills/Trusts: Recommendations available.
(To learn more about Banking On Yourself™, click on the “Bank On Yourself" button to the right, or visit www.findoutmorenow.com to download a comprehensive report. You will need the Pass Code: JS29 to access the report.)
Or take the Bank On Yourself™ Challenge -- if you can beat it, you could win $100,000 cash!
Enter now at: www.BankOnYourselfChallenge.com
Eagle Financial Solutions is an accredited member of the Better Business Bureau of Central Ohio.