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Products & Services

Explore how our products & services can help.

At Eagle Legacy & Financial, we offer a catalog of financial products and services that will aid in the creation of your financial strategy. Learn more about each of the services and how they will play a role in your planning process.
Financial Solutions

We'll assist in helping you make informed decisions and navigate the complexities of financial planning to ensure you are well-prepared for the future.

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Retirement Planning

In the current landscape, retirement takes on different meanings for each individual. What it truly signifies to us is the ability to live life according to your own terms.

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Legacy Planning

Legacy planning allows your assets, values, and wishes to be passed onto future generations in a thoughtful and meaningful way. By creating a comprehensive plan, you can protect your loved ones, minimize tax burdens, and leave a lasting impact that reflects your life’s priorities.

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we also offer services in the following areas:

Tax Minimization Strategies, Long-Term Care, Income Planning, Life Insurance, Annuities and Asset Protection

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Experience the remarkable clarity of our exclusive software system.

Experience the remarkable clarity of our exclusive software system. With a year-by-year financial track record, you’ll effortlessly gauge whether you’re “On Track,” “Off Track,” or “Right On Track.” Gain a crystal-clear comprehension of your annual spending capabilities, free from concerns about running out of funds.
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Let’s get together and review your money through the eyes of Red, Blue, Green.

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Your Financial Trajectory

Your Investment
Risk

Your Optimal Investment Strategy

Will you have enough income in retirement?

Get complimentary expert advice and tailored solutions from our committed professionals to meet your goals. Contact us now for a unique opportunity towards success.

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You have questions. We have answers.

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  • 1015 S Bridgeway Place Ste. 226
    Eagle, ID 83616

The content of this website is developed from sources believed to be accurate and complete; however, no guarantee can or is given for such accuracy or completeness. Nor is the information in this material intended as tax or legal advice. Please consult your own legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale, or the solicitation of such an offer, of any security, insurance product, or annuity in any jurisdiction in which the persons represented on this site are not appropriate licensed, registered, appointed, or otherwise qualified by law and regulation to make or solicit such purchases and sales. Eagle Legacy & Financial is an investment advisory representative of and provides advisory services through CoreCap Advisors, LLC. Eagle Legacy & Financial and CoreCap Advisors are separate and unaffiliated entities.

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