Eagle Valley Financial Services

Who We Are

Eagle Valley Financial Services stands as a trusted partner in financial planning for individuals and families in the Apple Valley, Minnesota area. We are an independent family business driven by a passion for empowering our clients to achieve financial clarity and security.

Our founder and owner, Jeffrey Buck, has over 25 years of experience in the financial industry, guiding clients through the complexities of insurance, investing, retirement planning, estate issues, and wealth preservation. He is driven by a deep understanding of each client's unique circumstances and aspirations, and works collaboratively to create personalized plans that address their specific needs and goals.

Our Mission

Our mission is to build lasting relationships with our clients by:

• Providing personalized financial guidance and solutions tailored to their unique situations.
• Maintaining the highest ethical standards and integrity in all our interactions.
• Offering accessible and comprehensive information, empowering clients to make informed financial decisions.

Our Services

We offer a comprehensive suite of services to address every facet of financial planning, including:

Retirement Planning

• Comprehensive retirement plan analysis and optimization
• Contribution analysis and suggested adjustments
• Strategies for early retirement planning
• Guidance on various retirement accounts like 401(k) plans and IRAs

Insurance Coverage

• Comprehensive review of existing insurance policies
• Identification of potential gaps and risks
• Recommendations for adequate coverage in areas such as life insurance, long-term care insurance, and property insurance

Estate Planning

• Development of a tailored estate plan that aligns with your needs and goals
• Guidance on estate documents like wills, trusts, and power of attorney
• Planning for inheritance tax optimization

Wealth Management

• Investment planning and portfolio construction
• Financial goal setting and tracking
• Regular portfolio review and optimization

Additional Services

• Financial education and planning workshops
• Access to online financial tools and calculators
• Personalized client communication and ongoing support

Our Approach

We believe in a collaborative and personalized approach to financial planning, working closely with our clients to:

• Understand their unique financial situation and goals.
• Develop customized plans that align with their needs and aspirations.
• Regularly review and adjust plans as their life stages and goals evolve.