Michael Williams Financial Advisor with Eagle Strategies, LLC.

05/08/2026

Had a wonderful evening at BNI PRO’s Networking on the Rocks event yesterday evening. They do an amazing job at giving local professionals opportunities to connect at fun events like this.

And as you see here, we had to get our Presidents photo.

Congratulations to the BNI PRO Chapter on a great turnout for their Networking on the Rocks event at Six and Sky! Lots of valuable connections made and always good to educate business professionals about the power of BNI!

You know we had to get a Presidents pic! Pictured below at the event are BNI Salem Business Link President, Aaron Baldwin, BNI PRO President/ BNI SWVA Director Consultant, Geoff Meza, and Roanoke Premier BNI President, Michael Williams!

12/26/2025

Now is the perfect time to make sure your financial strategy is positioned for tax efficiency in the year ahead. I can help analyze your tax return to help identify opportunities such as:

💡 Managing your tax bracket
💡 Planning charitable gifts before year-end
💡 Timing income and deductions
💡 Reviewing contributions to retirement and HSA accounts

A few smart moves today can have a lasting impact on your financial goals tomorrow. Let’s connect soon to make sure your strategy is aligned for success. Message me to let me know your availability.

10/09/2025

No matter how much you think you've covered all your bases preparing for retirement, something unexpected can always come up. Check out these 5 retirement blind spots to avoid and reach out if you want even more help.

When financially transitioning into retirement, consider these common income planning mistakes and how to avoid them.

10/08/2025

Like a crew team powering through rough waters, smart investing takes rhythm, focus, and avoiding knee-jerk moves. Stay aligned with your long-term goals and keep moving forward. Explore strategies to help you stay on course.
https://bit.ly/4pRW9Fk

09/01/2025

Today we recognize the hard work and dedication of workers everywhere. Enjoy a well-deserved break!

07/29/2025

Learn more about what’s currently shaping the markets. Read this quarter’s edition of The Eagle Edge here. https://bit.ly/3TZbVQa

07/04/2025

Celebrating the spirit of freedom and unity this Independence Day. Wishing everyone a safe and joyful holiday!

07/01/2025

Trust Planning for Business Owners
Estate planners, have your clients ever said, “I need to get a trust in place,” but they had no idea why or what type of trust to set up? This article from estate attorney Jeff Chadwick provides a basic overview of common trust structures with a particular focus on trust planning for business owners. Learn how to determine whether the client’s financial objectives require a revocable trust or an irrevocable trust and the different benefits each can provide, and let’s look at how using these strategies can better serve our clients.
https://bit.ly/4l9ffUQ

06/27/2025

If you’ve ever changed jobs, there’s a chance you may have also left behind a retirement plan account. This new tool from the U.S. Department of Labor:
https://bit.ly/4l0yZtv may help you find out. If it turns out that you are owed a retirement benefit, I’d be glad to help guide you on how you may be able to roll it over or align it with your current goals.

06/26/2025

If you’ve changed jobs over the years, you may have left behind a 401(k) or other retirement plan account. The U.S. DOL’s Employee Benefits Security Administration has created a tool https://bit.ly/4kbkh1I to help you find it. If it turns out that you are owed a retirement benefit and want help reviewing or deciding what to do next with those funds, I’m here to walk you through your options.