The Eagle’s Eye August 2024 Client Letter
I hope this month’s Eagle’s Eye finds you doing well. For your information, I have attached Concurrent’s recent market commentary in the PDF above. You
Imagine having a clear plan for your financial future—one that aligns with your goals, values, and dreams. At Eagle Capital, we’re here to make that a reality. Whether preparing for retirement, saving for your child’s education, or protecting your wealth, we provide the guidance you need to make informed decisions confidently. Our mission is to help you simplify your financial life so you can focus on what matters most—your family, your faith, and your peace of mind.
EAGLE CAPITAL ADVISORS
At Eagle Capital Advisors, we honor, share and celebrate your values – and we’re here to help you pursue your worthy goals. Just as we’ve done for good people like you for three generations here in Longview.
BILL RICE III
Founding Partner, Managing Director & CEO, ECA, Private Wealth Advisor
Years Of Experience
Team Members
State Licenses
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Your financial goals are as unique as your life. We begin by listening to what you want to achieve, whether saving for a home, funding your children’s education, or ensuring a comfortable retirement. Then, we collaborate with you to design a financial plan that reflects your aspirations and is customized to fit your lifestyle. This plan becomes your roadmap, providing clear steps to help you move forward confidently.
Navigating the world of investments can be overwhelming, but you don’t have to do it alone. Our team offers clear, practical advice to help you grow your wealth while keeping risks in check. We carefully consider your goals and risk tolerance to ensure your investments are aligned with your long-term vision. Our approach is all about ensuring your money is working as hard as possible for you, now and in the future.
Retirement should be a time of peace and enjoyment, not financial stress. We simplify the planning process, helping you create a strategy ensuring a secure and fulfilling retirement. Whether you’re just starting to save or are approaching retirement, we guide you through each step, helping you make informed decisions that set you up for a worry-free future.
Life is unpredictable, but your financial future doesn’t have to be. We work with you to identify potential risks and develop strategies to protect your investments. By taking a proactive approach to risk management, we help ensure that you’re prepared for any challenges that may come your way, giving you peace of mind and safeguarding your financial well-being.
Your legacy is more than your assets—the values and traditions you want to pass on to the next generation. We understand how important it is to preserve what you’ve built. We work with you to create a comprehensive estate plan that reflects your wishes and ensures your family is cared for. Our goal is to help you leave a lasting impact, securing your wealth and values for the future.
“We offer a team approach to financial planning, offering you a broader scope of expertise than you will likely find in any one person. Clients are our main priority, which is why we work to understand your unique circumstances and ultimately create a distinctive plan that provides a road map for your financial journey.” -Bill Rice II, Bill Rice III, William Rice IV, Joe Knox
Ready to take control of your financial future? Contact us today, and let’s work together to create a plan that gives you peace of mind and aligns with what you care about most.
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Advisory Services offered through Concurrent Investment Advisors, LLC an SEC Registered Investment Advisor. Brokerage services offered through Purshe Kaplan Sterling Investments (PKS), Member FINRA/SIPC Headquartered at 80 State Street, Albany, NY 12207. PKS and Concurrent Investment Advisors, LLC d/b/a Eagle Capital Advisors are not affiliated companies.
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