Kevyn Mosele
Wealth Advisor, Eagle Strategies LLC
Kevyn Mosele
They say life doesn't give you anything you can't handle. But that doesn't mean you have to handle it alone. These days, it's more important than ever to make sure you have a financial professional by your side—someone who can help evaluate your needs; assess the current economic landscape; and recommend a plan of action that will help protect your family's wealth, lifestyle, and dreams for the future. Let's get started—there's no better time than now.
Meet our Advanced Planning Group
APG’s experienced professionals have advanced degrees, industry designations, and specialized training in business protection and succession, non-qualified executive benefit strategies, tax diversification and reduction strategies, wealth transfer and distribution, transnational planning for non-U.S. citizens, estate tax mitigation, charitable planning and more. Working with these professionals, we can present you with a wide variety of highly effective solutions designed to meet your complex business and estate planning needs.
Articles
Having control over your day-to-day finances
Money is personal, and emotional, but it doesn’t have to be scary. Understanding how your day-to-day finances and your emotions are connected can help you take more control of your financial situation.
Easy steps for starting a "surprise" fund
Surprises happen, and they can get very expensive. Whether you have a "surprise fund" already or not, these easy steps can help you feel secure and prepared for any future surprise expenses.
Budgeting for a non-budgeter
Budgeting doesn’t have to be a scary word. Take the fear out of budgeting with these simple tips, tricks, and ideas to help even a beginning budgeter get started.
Should you combine your finances after getting married
Whether or not to tie your finances together after you’ve tied the knot is a big question for all newly married couples. Here’s what you need to consider before making the decision.
5 things to do after divorce to help build financial freedom
Divorce is a reality that half of married couples will face in their lifetime—it’s an emotionally challenging time for most, but bringing a thoughtful approach to your finances throughout the process can ensure that you come out on the other side prepared for your new life.