Welcome to EISENHART INVESTMENT PLANNING
We do this through unique partnerships with industry leaders in portfolio management, brokerage, insurance, legal and tax planning. EIP serves a wide variety of affluent families, trusts, fiduciaries and privately held businesses.
Mrs. Eisenhart’s unique ability is commitment and dedication to strategizing opportunities and investment solutions for wealth management, retirement management and estate planning needs.
WHAT YOU CAN EXPECT FROM US
- An Investment Policy to serve as a strategic guide for each client's Investment Plan Design
- Investment Implementation
- Clear and concise monthly account statements as well as internet viewing of your investment accounts.
- Quarterly market and economic Web conferences with Dr. Charles Lieberman.
ABOUT ANN EISENHART
Ann Eisenhart is a Financial Advisor holding Series 65 securities registration with the Securities & Exchange Commission through the Advisors Capital Management, LCC. Ann Eisenhart is an independent financial advisor with 25 years of business and financial related experience.
Why Work with a Financial Advisor?
Think of your financial life as a jigsaw puzzle. The pieces of which have to be put together correctly to make a clear picture. We believe that a qualified financial advisor is essential for individuals to better coordinate this success.
As an Investment Advisor Representative, Ann Eisenhart has a duty to act in the best interests of her clients. It is for this reason that Eisenhart Investment Planning and Ann Eisenhart have chosen to remain independent. Compensation structures include fees based on assets under management, hourly fees and/or some financial products are commission based. All compensation is always thoroughly disclosed to the client.
Investors typically take decades to develop wealth. Once accumulated, it must be protected. Inflation, income taxes, estate taxes, long term health issues are just a short list of items that can erode wealth. We understand that it is a lifelong process and have enjoyed guiding our clients along the way.