Eagle Financial Group, LLC

Eagle Financial Group, LLC is a financial planning firm in Eagle, Idaho. The firm works with clients on preserving their assets and planning for retirement, with a focus on the retired and soon-to-be retired. Its insurance representatives are trained to assist clients with issues of particular interest to that group, and the firm works alongside clients' estate attorneys and other professionals, such as CPAs, on tax planning. The purpose of the firm is to help clients preserve their assets and pass as much as possible to their heirs. It holds a rating of 2.00 based on 4 reviews.

Eagle Financial Group was founded by Charles A. Loper, Jr., who has been in the business of preserving people's assets since 1984. The firm's agents and staff are trained to assist clients in preserving their assets, and the practice extends to coordinating with estate attorneys and CPAs on tax planning.

The firm's approach centers on the reality that people are living longer, with the 85-and-over group the fastest growing segment of the population. It notes that many people now live beyond 100, and that this longer lifespan brings financial, estate and health-related issues earlier generations did not face. Planning for an additional decade or two of life, in the firm's view, is the way to protect quality of life and peace of mind, retire comfortably, and leave as much as possible to heirs while avoiding financial devastation from unexpected or unplanned circumstances later in life. The goal it sets out is to protect and preserve assets to last the rest of a client's life and beyond.

Eagle Financial Group was founded by Charles A. Loper, Jr., whose work in asset preservation dates to 1984, and its representatives specialize in the concerns of the retired and soon-to-be retired. For clients in Eagle and the surrounding area planning for longer retirements, that combination of long experience and retirement-focused guidance is the firm's defining strength.