If you google the term “Holistic” you will see that it is defined as a diverse field of alternative medicine in which the “whole person” is focused on, not just the malady itself. Well, the same exact thing applies to … Continue reading
Category Archives: Holistic Financial Services
23 April 2013
What is Comprehensive Financial Planning?
I like to describe myself as a financial advisor who looks at the “whole” picture before making recommendations to my clients. Too often I see families making decisions in a vacuum without looking at the complete picture of their financial … Continue reading
29 January 2013
Top 4 Concerns for Seniors and Their Financial Plans
1) Will I outlive my money? This is the number one concern for seniors and more people are worried about this than actually passing away. As a result, seniors often look for investment options that are safe and produce earnings … Continue reading
EAGLEROCK FINANCIAL IS PLEASED TO INTRODUCE A SPECIAL PRESENTATION “Invest for Life: A road map for your financial future” Thursday October 18, 2012 at 1 p.m. As Lao Tzu said “A journey of a thousand miles begins with one step” … Continue reading
30 September 2012
6 Myths about Money and Investing
I wish I had a dime for every time someone called me with a hot tip or a new investment idea. Boy I certainly would be a rich man. I am glad I did not take all that advice for … Continue reading
27 September 2012
Financial Webinar: Five Tips for Surviving Market Volatility
STUART STEINBERG OF EAGLEROCK FINANCIAL IS PROUD TO INTRODUCE A SPECIAL PRESENTATION: “Five Tips for Surviving Market Volatility Presentation” Thursday October 4, 2012 at 1 p.m. There are many factors that contribute to market volatility including consumer confidence, … Continue reading
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