Our Expertise

“Shareholder advocacy and community investing are crucial when it comes to investing socially responsibly.”


Financial Planning

About Eagle Strategies, LLC

Rob Ostberg, Adam Robinson, Kathy Foote Newman and Mark Goggins of Ostberg & Associates are Financial Advisers with Eagle Strategies LLC, A Registered Investment Adviser. As Financial Advisers, they offer independent fee-based financial planning services including comprehensive financial planning, goal focused strategies and estate planning.

It is our belief that financial decision making best occurs within the context of a financial plan and that the cornerstone of a well crafted plan is a cash flow analysis. Our firm encourages all of our clients to do a financial plan that provides the basis for thoughtful implementation. We work collaboratively with legal and tax professionals to assure that all elements of the financial and estate plan mesh.

Education Planning

Given the rising cost of a college education, it is important to plan properly. Ostberg & Associates collaborates with local specialists to help integrate the college selection and financing strategies.

Retirement Planning

A core objective for most of our clients is to achieve financial independence and peace of mind. Our firm defines financial independence as that critical point when the decision to work is driven by choice and not financial necessity. It has been our experience that many of our “retirees” are not fully retired, but derive many benefits from connection to their work or profession. We build our plans with appropriate humility and caution preferring to use conservative assumptions on many of the items that could impact the plan including inflation, investment performance, taxation, expenses and life expectancies. Further we believe that our clients should assume no more investment risk than necessary to achieve their objectives and that guaranteed lifetime income sources are essential to protect against longevity risk.

Estate Planning

Estate planning is one of the most important steps you can take to ensure that your wishes are honored and your family and legacy are protected in your absence. A well constructed strategy will be in alignment with your existing portfolios, retirement accounts, and life insurance program. The plan will help you transfer wealth from one generation to the next or be established to benefit a worthy cause while minimizing estate and income taxes.

Depending on the size of your estate and your objectives, Ostberg & Associates offers a variety of estate planning services and tools to meet your specific needs. Further, our firm will collaborate with your attorney and accountant to identify and implement effective strategies.


Investment Planning

Portfolio Management Services

Through Eagle Strategies, Ostberg & Associates has access to top money management firms so that our clients receive the same portfolio management services as many institutional investors. Often our clients aspire to help fund a child's education, leave a lasting legacy or retire in a financially secure manner.

Every investor is unique, and investment advisory services provide professional investment advice and personalized investment strategy. Whether seeking a tailored, professionally managed portfolio, or the convenience and simplicity of a diversified mutual fund wrap program, investments should focus on meeting financial goals.

When determining the portfolio management strategy, one should consider current and future growth objectives, income needs, time horizon and risk tolerance. These considerations form the blueprint for developing a portfolio management strategy.

Socially Responsible Investing

A focus area of our firm is Socially Responsible Investing (SRI). SRI is an investment strategy that integrates social and environmental criteria into financial analysis that allows our clients to invest in a manner that aligns with their values. We have been helping clients with SRI for over 15 years, and we decided to make it a greater priority five years ago because we firmly believe that meaningful change occurs most effectively by way of grassroots efforts and SRI.

Typical Portfolio Management Process


Risk Management Planning

A sound financial plan must address the insurance coverages our client, spouse and family members may require. We specialize in three areas of risk management planning.

Long Term Care Insurance

Clients purchase long term care insurance to preserve financial and personal dignity when sick or hurt and physically dependent on others. Many people do not understand what Long Term Care insurance policies cover, how and when the policies work, and who should obtain coverage.

Life Insurance

Folks typically buy life insurance because they care. It can be used to pay for funeral expenses, repay outstanding debts, make charitable donations, provide living expenses, and fund a college education. It can also be used in estate and business planning.

Disability Income Insurance

Disability income insurance is to help replace income of a person who is unable to work due to sickness or an accident. In terms of its financial impact on a family, long-term disability can be more severe than death. Disability income protection can come from several sources: social insurance programs, employer-provided or group benefits, and individually purchased policies.


Charitable Gift Planning

Charitable gift planning allows our clients to support the organizations and causes that matter to them, while providing immediate income streams and generating valuable ­tax benefits.

At Ostberg & Associates, our philanthropically-minded clients support a wide array of charitable institutions, including colleges and universities, religious bodies, health care systems, arts organizations, and social service agencies.

Numerous charitable giving strategies exist. We will discuss your needs and wishes to determine what will work best. Then we will work collaboratively with your legal and tax professionals to implement the plan.


Special Needs Planning



Income Tax Strategies



Life plan for your business®



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