124 N. First Ave. • Iowa City, IA 52245 • Phone: 319- 354-2114 • Fax: 319- 354-3821 Cell: 319-331-6981

12 STEPS TO FINANCIAL SECURITY
 

  1. Pay off your credit card debt.
  2. Become a regular saver.
  3. Set aside an emergency fund.
  4. Insure your family adequately.
  5. Purchase a home.
  6. Take advantage of tax-deferred retirement plans.
  7. College education funding.
  8. Use monthly dollar cost averaging when you invest.
  9. Figure out how much risk you feel comfortable with.
  10. Allocate your assets broadly.
  11. Set up a will and/or a trust and keep your family informed.
  12. Hire a financial advisor that you trust. 

 

For questions and comments please email us at:

eaglerscs@aol.com

 

NOTE: The information on this site is not intended for distribution to, or any use by, any person or entity in those states which we are not registered. The following states show our current registration: AL, AZ, CA, CO, FL, HI, IA, IL, KY, LA, MD, MI, MN, MO, MS, NC, NV, OH, TX, WA, and WI. 

Home | Introduction | Building Your Financial House | Investment Options
12 Steps To Financial Security | Interest Survey | Our Links
 

© 2002 Eagle Investment Services • All rights reserved
This site is not a solicitation. It is for informational purposes only.
Securities offered through Oberweis Securities, Inc. • Member: FINRA/MSRB/SIPC
 3333 Warrenville Road, Suite 500 • Lisle, IL 60532 • (630) 577-2300