Personal Solutions
Doyle & Minsky Financial LLC provides individuals and families with innovative, cutting-edge products and
services to help them grow, protect and conserve their wealth through all stages in life. Taking into account your
needs, goals and tolerance to risk, we will work with you to bring clarity to where you're going and how to get
there. Some of our key services are detailed below.
Wealth Management* and Retirement Planning
We work with our clients to design and implement a variety of accumulation and retirement income plans, offering
insurance products, investment programs ranging from separately managed portfolios of stocks and bonds to mutual
funds, and access to third-party wealth management programs. We offer a consistent process to help ensure
management of investment assets according to your goals, risk tolerances and time horizon. We then monitor your
plan on a continual basis, and adjust and evolve as your needs change.
Financial Planning*
Qualified Eagle advisors provide personalized financial planning to our clients that is specific to several
variables including their income, risk tolerance, values, and family. We work with each client to identify and
prioritize their goals, explore options, establish effective strategies, construct and execute a plan, and assess
the performance of the plan and make adjustments as needed.
Estate Planning
A well-engineered estate conservation plan can minimize tax liability and ensure that loved ones are
protected. We will work with you and your other advisors to assess the impact of state and federal taxes on
your estate and suggest strategies to help minimize those taxes while meeting your personal philosophies and
family needs.
Life Insurance
Many people think that life insurance is only for people with families. While it is true that life insurance
can help provide for the needs of dependents, life insurance also can be an important part of a
well-thought-out estate, business succession or charitable giving plan. And permanent life insurance offers
many living benefits as well, such as tax-deferred cash value accumulation. For all of these reasons, life
insurance can be important for someone starting out - or for someone who's starting over.
Disability and Extended Care Needs
To execute a sound retirement strategy, asset and income protection are a must. Designing a plan that encompasses
managing costs for extended periods of care and disability insurance can help create the necessary balance in a
portfolio to ensure stability and protection of assets.
Investment Management*
Managing your wealth requires a clear understanding of your overall investment objectives. Through Eagle
Strategies LLC, our comprehensive investment advisory capabilities utilize a disciplined investment approach
that looks beyond traditional asset allocation, while addressing important factors such as risk tolerance
levels and investment time horizons.
401(k) and IRA Rollovers
When you leave a job or retire, you have a decision to make regarding your 401(k) money. While leaving those
assets in the former employer's plan is an option, a rollover can be a consideration. Working with your tax
advisor, we can help you determine the right course of action for you. This may include: leaving the funds in your
existing plan, if permitted, or rolling them into your new employer's plan, if one is available and rollovers
are permitted. Each choice offers advantages and disadvantages, depending on your specific needs and retirement
plan, such as the desired investment options and services, applicable fees, expenses, and withdrawal options, as
well as required minimum distributions and tax treatment of applicable options.
Charitable Planning
Charitable planning allows you to support the organizations and causes that matter to you, while often providing
immediate income streams and reducing your tax burden. Numerous charitable giving strategies exist, and we can
help you design and execute a charitable giving strategy that is in alignment with your personal and philanthropic
goals. Please seek tax advice from your own tax advisors.
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