My goal is...to provide You, Your Family, and Your Business... the Best, World Class, Extraordinary and Cutting Edge Financial Advice* and Solutions Possible!
Financial Adviser
Helping high-net worth individuals continue their lifestyle into retirement
They say life doesn't give you anything you can't handle. But that doesn't mean you have to handle it alone. These days, it's more important than ever to make sure you have a financial professional by your side; someone who can help evaluate your needs, assess the current economic landscape and recommend a plan of action that will help protect your family's wealth, lifestyle and dreams for the future. Let's get started - there's no better time than now.
Where are you getting your financial advice? Newspapers? Magazines? Websites? Cable TV? An Advisor with less than 5 years of experience, and no professional designations? While the financial media and brand new advisors often provide helpful information, they cannot take the place of an experienced, industry leading, financial adviser with over 24 years of experience in turbulent times. An Advisor who is familiar with your particular situation, tied to the community and can offer personalized advice. An Advisor that has spent his entire adult life helping people achieve their financial goals.
*Chartered Life Underwriter (CLU®), Chartered Financial Consultant (ChFC®)
*24 Years in Business
^MDRT (Life and Qualifying Million Dollar Round Table) Qualifier 10 Times^
*Annuity Champion 2001-2014
*TOP 100 in Annuity Production in Entire Company 2012
*TOP 150 in Annuity Production in Entire Company 2013
*8 out of 13 years Established Annuity Leader for the Raleigh General Office
*TOP 10 in Raleigh General Office 2001-2014
* Executive Council or Higher since 2001
* Member AAC (Agents Advisory Council) 24 out of 11,000 agents, 2010
If you are concerned about:
Wealth preservation/Estate planning
Business succession strategies
Retirement planning
Education funding
Portfolio management
Charitable gifting
Risk Management
As a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser, I can provide you with a plan to help you achieve your financial goals. I have over 20 years of experience and I have been well trained in helping you achieve your financial goals.
I am a Life and Qualifying member of the Million Dollar Round Table^. One of only 9 in the Raleigh/Durham marketplace.
Please use my Web site as a resource, and do not hesitate to contact me for additional information or to schedule a meeting. Thank you for your interest.
^Founded in 1927, the Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals, is an international, independent association of the world's leading life insurance and financial services professionals. MDRT members demonstrate exceptional professional knowledge, strict ethical conduct and outstanding client service. MDRT membership is recognized internationally as the standard of sales excellence in the life insurance and financial services business. MDRT is recognized throughout the industry as the standard of excellence in life insurance sales performance. MDRT is recognized throughout the industry as the standard of excellence in life insurance sales performance.
Louis M. Prosser,
Financial Advisor
Eagle Strategies LLC
Articles
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