EDDIE DOYLE
FINANCIAL ADVISOR
Eddie Doyle is a financial advisor at Full Swing Financial Planning, specializing in personalized financial strategies. With a focus on market analysis and strong client relationships, Eddie is committed to helping clients achieve their unique financial goals.
Eddie began his career in 2019 as an insurance agent, transitioning to a financial advisor in 2020. He holds Series 7 and 66 securities licenses through LPL Financial, as well as Iowa life, health, and accident insurance licenses.
Eddie is dedicated to providing comprehensive financial planning for all stages of life.
EDDIE DOYLE
FINANCIAL ADVISOR
01
ESTATE PLANNING
Ensures your assets are distributed according to your wishes, minimizing estate taxes and attorney cost, and provides a plan for your loved ones after your passing. Also includes protecting your financial plan if you are unable to. Often includes power of attorney, wills, trusts, beneficiary designations and more.
02
TAX PLANNING
Focuses on optimizing your financial strategy to reduce tax liability with your savings and spending. That includes income timing, tax loss harvesting, reviewing tax returns, and more.
03
RISK MANAGEMENT
Protects against unexpected financial losses from premature death, long-term care, and disability. By identifying potential risks of those happening, we can safeguard your family and assets.
04
INCOME PLANNING
Secures a consistent and dependable income, particularly for retirement, by identifying reliable and predictable sources of revenue. It involves creating a comprehensive strategy for managing income during your working years, planning withdrawals in retirement, and optimizing Social Security to ensure you can sustain your desired lifestyle throughout all stages of life.
05
INVESTMENT PLANNING
Strategically manages your assets to grow and protect your wealth over time. This involves creating a diversified portfolio tailored to your financial goals, risk tolerance, and time horizon, with regular monitoring and adjustments to stay on track.
COMPREHENSIVE PLANNING
Gain clarity on your financial future with a comprehensive analysis of your current position. Together, we will assess anything from your year-end tax review to retirement and life transitioning planning. View more of the services offered through Eddie Doyle Financial Planning.
ENTER FOR THE CHANCE TO WIN $100
Enter to win a $100 Amazon gift card by submitting your name, email, and phone number.
Stay up-to-date with your Athene/Accordia life insurance policy, plus get expert help with investments, retirement planning, wealth building and more!
Call or fill out a contact form for a complimentary policy overview!
Entries must be submitted by May 1st.
*Must be submitted online to be eligible.
SECURE YOUR FUTURE TODAY.
Choose a plan that's right for you.
Review the services offered within each consulting plan, from essential to comprehensive, there's a right plan for everyone. Get in control of your finances today.
ESSENTIAL
The foundation of every financial plan, the Essential package covers all key areas of basic financial planning. It’s designed to help you stay on track with your financial goals, providing a solid starting point for your financial journey.
ENHANCED
The Enhanced plan builds on the Essential package but dives deeper into all areas of financial planning. It will keep your plan up to date as you progress on your financial goals. It offers a more hands-on approach to managing and growing your wealth, with strategies tailored to help you navigate all life stages.
COMPREHENSIVE
The most complete plan we offer, the Comprehensive package is designed for more complex financial needs. It integrates your entire financial picture and works in full collaboration with any other professionals you’re working with, ensuring that every piece of your plan is personalized and adaptable to life’s changes.