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Eclipse Wealth Strategies
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Business description
Your goal. Your journey. Your plan. Eclipse Wealth Strategies is a financial services firm that helps clients identify and strive for their goals.
Our focus is helping businesses and individuals in the pursuit of their goals. Nancy Cross is proud to partner with Cambridge Investment Research to provide non-proprietary investment and insurance options. This will allow us to recommend a wide range of options, and pick one or more which may be better suited to your current risk tolerances, goals, needs and desires. We are free to choose the best product available, not a company proprietary one. Whether you are starting a business or a family, building a business or career, or retired and enjoying the fruits of your labor, Eclipse Wealth Strategies is here to help you every step of the way.When it comes to finances there are many factors to consider and no single option fits everyone or every business. When making a choice, you must take into consideration a variety of factors including risk, tax consequences, time horizons, goals, plans and needs. Before making any recommendations, we will work with you to gain an understanding of the big picture. Every individual and/or business is unique, and the process is tailored for their special circumstances. Registered Representative, securities offered through Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Cambridge and Eclipse Wealth Strategies are not affiliated.Investment involves risk. Even holding cash means taking on the risk of inflation. Please know the risks and the fees associated with any investment.
General information
- Business Services Other Business Services Business Services, NEC Financial Services
| City / suburb: | Puyallup, WA | |
| County: | Pierce |
Risk Management, Roth Conversions, Fee-Based Investment Accounts, Business Planning, Asset Allocation & Asset Location Strategies, Investment Strategies, Succession Planning, Long Term Care & Elder Care Planning, Social Security Maximization Strategies, NonQualified Differed Compensation, Group Insurance, College Savings, retirement planning services, Disability Insurance, Roth IRAs, Life Insurance & Annuities, Mutual Funds, Stocks, Bonds, ETFs, Rollovers, Retirement Plans (401(k)s etc), IRAs (Individual Retirement Accounts)
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