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Eagle Strategies, LLC As an Investment Advisor (IAR) of Eagle Strategies, LLC, Pascal receives professional oversight of fee-based financial planning and investment advisory practice and access to investment management programs. Lifetime Wealth Portfolios SM Lifetime Wealth Portfolios sm (LWP) is a comprehensive investment management service offered though Eagle Strategies, LLC that includes objective and independent research, strategic asset allocation, access to a extensive universe of mutual funds, and quality insurance coverage. LWP marks a unique advance in wealth management by bringing together Ibbotson Associates' pioneering expertise in human capital and risk tolerance based portfolio assignment, Morningstar Inc's extensive mutual fund research data, Eagle Strategies, LLC's innovative approach to insurance product selection, and rigorous investment management provided by various sub-advisers. The result of this holistic approach is a tailored solution to meet your individual needs and maximize the value of your investments over your entire lifetime. *Neither P Nguyen insurance and Financial Services nor The Nautilus Group may offer tax, legal or accounting advice |
Pascal Insurance and Financial Services Specializing in Retirement Planning for Orange County
2020 Main Street, Suite 1200
Irvine, CA 92614
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Phone: 949-797-2445
Fax: 949-797-2532
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