Eagle Financial Group
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12501 Antioch, Suite 102
Overland Park, KS 66213 (map) - (913) 851-1903
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Financial Advice Services That Makes Sense
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Eagle Financial Group • Overland Park, KS
- You'll be asked a few quick questions that will help describe your needs.
- You'll be asked to provide your contact information so that Lance Harshbarger will be able to get in touch with you.
- You'll have the option to get competing quotes from other qualified service professionals, saving you time and money.
We offer independent investment advice designed to help manage your risk, reduce your taxes and produce more income at retirement.
Small by design, we deliver with dignity and discretion the direct, personalized service that has vanished from the financial services industry.
Despite its mystique, financial planning is in many ways simply a return to old-fashioned values and the gracious ways business was conducted years ago. In our way of thinking, a handshake, a cup of coffee, and a good conversation will never go out of style.
Come in for a second opinion. We'll make it worth the investment of your time.
Question and answer
Q. What advice do you have for a customer looking to hire a provider like you?
A. Hire someone you really like and be willing to pay them what they are worth. Find someone you click with. You will likely spend years working with your advisor on the creation and preservation of your personal wealth, so make sure your advisor understands you and what you are trying to achieve. It's on this platform that I am running for election of being your trusted advisor.
Q. If you were a customer, what do you wish you knew about your trade? Any inside secrets to share?
A. The investment universe is vast, and it's growing every day. Make sure that your advisor is independent because you will need them to continually explore that universe to find the very best investments for you.
You don't want to hire someone who only has access to one type of product or service. They represent the company they work for, not you.
As an independent financial advisor, I remain obsessively committed to the achievement of your personal goals. We will construct your portfolio using the highest quality, most suitable investment vehicles, and we will tailor the whole plan to make sure it fits you, and you alone.
Q. What questions should a consumer ask to hire the right service professional?
A. Are you independent, or do you receive compensation from a particular company?
How do you get paid?
Do you have an ADV part II that I can review?
How long have you been an advisor?
What can I expect in the way of ongoing communication?
Do you hold a series 7 and series 65 license?
Do you offer homemade baked goods when I come to your office like they do at Eagle Financial Group?
Q. What important information should buyers have thought through before seeking you out?
A.
Are they willing to commit to a solid investment plan designed to stand the test of time, or are they just trying to make a quick buck by speculating on whatever's "hot."
If it's the former, we would love to apply for the job of being your personal financial advisor.
