About Lobo Wealth Strategies, PC

FINANCIAL PLANNING Through Eagle Strategies LLC, A Registered Investment Adviser, J. Klint Hall & Phillip M. Finley offer an objective, fee-based approach to financial planning. The solutions recommended and the strategies you decide to implement will depend upon your personal circumstances and objectives. You may choose to work with us on a comprehensive basis or limit the scope and focus of the plan to help you achieve one or more of your goals.

Lobo Wealth Strategies, PC typically uses a fee-based "assets under management" approach. This approach helps to ensure that our interests are always aligned with yours-to protect and grow your investments.

We offer investment programs ranging from separately managed portfolios of stocks and bonds to no-load, load-waived and institutional mutual funds (12b-1 fees may apply on certain mutual funds).

All of our programs provide quarterly performance reports and consolidated statements, ongoing monitoring (comparing the accounts' total return to appropriate benchmark indices) and one comprehensive, annual fee based upon a percentage of assets under management.

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