Financial, Investment Planning and Personal Resources for You

Complimentary White Papers And Special Reports

"Creating Your Investment Plan: Using the Principles of Professionals for Your Personal Investments."

Individual investors are often frustrated by dismal investment returns.

Research shows that, typically, they significantly underperform the market and institutional investors. The problem is that they usually lack the time, training and resources to create and follow a well-crafted investment plan to help guide them through the turbulence inherent in the financial markets.

To download our complimentary white paper: "Creating Your Investment Plan" Click Here.

"After the Diagnosis: Getting Your Finances Under Control
When Your World Is Thrown Out Of Control."

For a patient or family who has just received a life-altering diagnosis having an advisor . . .

  • who will listen,
  • who will give emotional support, and
  • who will help them make informed financial decisions is essential.

This advisor can help capture their goals and values to make sure that their financial house is in order freeing them to spend their time on what is most important to them.

You can access the report here.

"After the Death of a Loved One:
Taking Control of Your Financial Future"

This white paper helps a survivor identify major financial issues they face and to set appropriate priorities and avoid costly mistakes. Some decisions should be deferred, others require settlement soon. The white paper also addresses common questions widows and widowers ask.

You can access the report here.


"A Survivor's Financial Checklist - A Thorough Guide
For Trustees, Executors, and Family Members"

You can access the checklist here.

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American Eagle Wealth Advisors
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Phone 916.858.1111 - 888.558.5518

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

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