Jared Stauffer
Financial Planner
Investing wisely can be complicated. In order to make the best decision, you need to know the market intimately, research it obsessively, watch it carefully, and manage it actively. Most people, however, have neither the time nor the specialized knowledge to navigate these complexities.
Eagle Strategies LLC provides managed account solutions that provides you with all the benefits of a comprehensive investment management service including objective and independent research, strategic asset allocation^, access to an extensive universe of mutual funds, and quality insurance coverage - tailored to your needs in a simplified approach that is focused on maximizing value over your entire lifetime.
Areas of attention include:
Business Transition Planning
Key Person Reward & Retention Strategies
Wealth Preservation / Estate Planning
Retirement Planning
Education Planning
Portfolio Management^
Risk Management
About Jared W. Stauffer
Jared W. Stauffer, CFP® has been involved in the financial services industry since 2001. He graduated with a degree in Finance and Economics from the Haworth School of Business at Western Michigan University. Earning a reputation for outstanding client service, Jared has built a practice working with families and businesses in Southwestern Michigan. After becoming a Certified Financial Planner™ practitioner in 2005.
Jared's Personal Valueshonesty & integrity
commitment to clients and industry
exceptional client service
striving to continually improve personal and business practices
strong belief in the value of continuing education
always willing to go above and beyond for others
Please use my website as a resource, and do not hesitate to contact me.
Please click here for more information.
^Asset allocation do not ensure a profit or protect against loss in declining markets.
Jared Stauffer,
Financial Advisor, Financial Planner, Eagle Strategies LLC
(616) 667-2562
Articles
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Having control over your day-to-day finances
Money is personal, and emotional, but it doesn’t have to be scary. Understanding how your day-to-day finances and your emotions are connected can help you take more control of your financial situation.
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Easy steps for starting a “surprise” fund
Surprises happen, and they can get very expensive. Whether you have a Surprise fund already or not, these easy steps can help you feel secure and prepared for any future surprise expenses.
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Budgeting for a non-budgeter
Budgeting doesn’t have to be a scary word. Take the fear out of budgeting with these simple tips, tricks and ideas to help even the most beginner budgeter get started.
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Should you combine your finances after getting married?
Whether or not to tie your finances together after you’ve tied the knot is a big question for all newly married couples. Here’s what you need to consider before making the decision.
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5 Things to do after divorce to help build financial freedom
Divorce is a reality that half of married couples will face in their lifetime - it’s an emotionally challenging time for most, but bringing a thoughtful approach to your finances throughout the process can ensure that you come out on the other side prepared for your new life.
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