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James R. Vandre
James R. Vandre, Financial Adviser**

937-642-2385 or Toll Free at 888-857-9007

Where are you getting your financial advice? Newspapers? Magazines?
Web sites? Cable TV? While the financial media often provide
helpful information, they cannot take the place of an experienced
financial adviser who is familiar with your particular situation
and can offer personalized advice.
 

 If you’re concerned about:

Wealth preservation/Estate planning / Business succession strategies / Retirement planning / Education funding / Portfolio management** / Charitable gifting / Risk Management
 


As a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser, I can provide you with a plan to help you achieve your financial goals.

Please use my Web site as a resource, and do not hesitate to contact me for additional information or to schedule a meeting. Thank you for your interest. 

 
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Newsletters

New Rules Are in the Cards

In 2010, the federal government issued a dizzying array of rules and reforms affecting consumer credit cards, debit cards, and gift cards. This article explains some of the important developments resulting from enactment of the Credit Card Accountability, Responsibility and Disclosure Act of 2009.

On the Committees

The closely watched "yield curve" has been fairly adept at signaling the onset of U.S. economic recessions. A yield curve inversion would seem to be a fairly straightforward method for ascertaining the direction of the economy, but more often than not it's not so simple.

When Key Players Can't Work

If a company is a two-owner business or its success relies on a few key players, key-person life or disability insurance could possibly offset the risk that the premature disability or death of a major contributor could ruin its future prospects.

Help an Inheritance Help You

When Americans were asked what they would do with a large inheritance, 48% said they would save it; only 8% said they would spend it on things they've always wanted. Could the Great Recession be changing attitudes about money? There are some options to consider for those who expect to receive, or have already received, an inheritance.

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