Financial planning is the foundation of everything we do. Wherever you are in life, there's a tier built for it - and every tier comes with the same core promise: your own personal portal, a dedicated planning team, and access to our trusted strategic partners.
We built our process around golf, Ish's favorite hobby, because the two pursuits reward the same mindset. Golf isn't won in a single swing - it's played hole by hole, with patience, course management, and a strategy for whatever lies ahead. Financial planning works the same way: steady decisions made over time, adjusted as life changes, add up to real progress. Whether you're just starting out, in the middle of your round, or thinking about the legacy you'll leave on the course, we're with you for every hole.
Ideal for: Starting out, gaining financial clarity, and building wealth
What's included:
• Goals-Based Cash Flow & Debt Planning
• Retirement & Investment Strategy Alignment
• Insurance & Risk Assessment
• Analyze Emergency Reserve
• Employee Benefits & Insurance Review
• Estate Planning
Your Investment: $1,500 – $3,000*
Ideal for: Life transitions, retirement planning, and strategic decisions
Includes all Front Nine services, plus:
• Analyze & Model Major Financial Decisions
• Investment Management & Education
• Practice & Business Owner Planning (Ongoing Operations)
• Multi-Year Tax Planning Strategies
• Retirement Income Design
• Inheritance & Windfall Navigation
• Coordination with Your Advisory Team
Your Investment: $4,000 – $7,500*
Ideal for: Legacy planning, business continuity, and multi-generational impact
Includes all Back Nine services, plus:
• Integrated Cash Flow, Wealth & Liquidity
• Equity Comp & Concentrated Positions
• Advanced Tax & Estate Strategies
• Family Governance & Multi-Gen Planning
• Ownership, Income & Entity Structuring
• Entrepreneur Guidance (Growth, Exit & Liquidity)
Your Investment: $10,000 – $30,000*
For clients who choose to implement their investment strategy with us, we provide ongoing portfolio management aligned with the financial plan. Our approach emphasizes diversified, low-cost, publicly available investment funds, disciplined rebalancing, and long-term, evidence-based strategies. We coordinate investment decisions with taxes, cash flow needs, and your broader plan, including tax-aware strategies when appropriate.
Investment costs vary by platform and investment selection. Total investment costs typically range approximately 1.0%–1.5%, which may include advisory fees, platform or custodial fees, and underlying fund expenses. We review all costs in advance and believe in being upfront to avoid surprises.
Insurance and annuity solutions are considered only when they support the broader plan. Planning may involve evaluating life insurance, disability income insurance, long-term care planning, or annuities used for income or risk management purposes. We can also review existing coverage for gaps, overlap, and cost effectiveness before recommending any changes.
These solutions are typically commission-based. All costs and compensation are clearly disclosed, and recommendations are made only when they are a good fit. There is no pressure and no hidden incentives.
Some clients engage us solely for financial planning. Others choose to implement investments, benefits, or insurance strategies with our ongoing support. Our role is to explain your options, outline the trade-offs, and help you choose the level of support that feels right. There is no obligation to use services beyond what makes sense for you.
If you’d like to understand which services are the best fit for your situation, the next step is simply a conversation. Schedule a call to see how we can help.
*Final pricing for financial planning services is determined based on the scope and complexity of the engagement, your individual circumstances and planning needs, and the services to be provided. Financial planning fees are negotiable. Payment terms and arrangements will be set forth in your Financial Planning Agreement.
If you choose to establish an investment advisory account with Eagle Strategies LLC (“Eagle”), the fees applicable to your account will depend on the advisory program and services selected. Certain advisory fees may be negotiable. Your specific fees, as well as the applicable method and frequency of calculation and billing, will be reflected in your account documentation, including, as applicable, the Statement of Investment Selection (“SIS”).
Advisory accounts may also be subject to additional fees and expenses. Depending on the investments and advisory program selected, these may include administrative, platform, sub-manager or other program fees, as well as fees and expenses associated with mutual funds, exchange-traded funds (ETFs), exchange-traded notes (ETNs), alternative funds, and other investments. Such investments may have their own internal expenses, including investment management fees, administrative fees, distribution or 12b-1 fees, and other fund-level expenses. These fees and expenses are separate from, and may be in addition to, the advisory fees charged by Eagle.
For additional information regarding fees, expenses, compensation, conflicts of interest, how fees are calculated and billed, and circumstances under which fees may change, please review Eagle’s applicable Firm Disclosure Brochure and/or Wrap Fee Disclosure Brochure, available at www.eaglestrategies.com/disclosures/.
† The financial planning fee covers the financial planning services described in your Financial Planning Agreement. Implementation of financial planning recommendations is not included in the financial planning fee. If you elect to implement any recommendations, additional fees, commissions, expenses, or other charges may apply depending on the products and services selected. You are under no obligation to implement any recommendation through Eagle Strategies LLC, New York Life Insurance Company, NYLIFE Securities LLC, or their affiliates.
Neither Boghossian Financial & Insurance Services nor its associates provide tax, legal, or accounting advice. Eagle Strategies LLC, its investment adviser representatives, and its affiliates do not provide tax or legal advice. Please consult your own qualified tax, legal, and accounting professionals regarding your individual circumstances.