What will you do with your independence?
Independence brings freedom. Freedom to experience and impact the world. Let us guide you through the process of desigining your path to independence.
01
Financial Planning
What would change if you had a clear path for every financial decision ahead?
02
Employer-Sponsored Retirment Plans
Does your company retirement plan truly serve the employees and the business?
03
Investment Management
A disciplined investment strategy built to perform through every market cycle—focused on your goals, not the headlines.
04
Business Transition Planning
What’s your plan to turn years of work into lasting value—and ensure your business is truly ready when it’s time to step away?
Our Values
Team
Working as a group to accomplish something bigger than ourselves.
Ownership
Taking responsibility and being accountable for the quality and timeliness of an outcome.
Initiative
The power or opportunity to act or take charge before others do.
Curiosity
Looking for a better way or just asking, “Why?”
Read the first chapter of our ebook, “Where to Start: Your Roadmap to Financial Independence”
Giving Back
Just a few examples of where the team at Eldon Reese Advisory Group gives back to our community. Feel free to join us.
Annual Golf Tournament
Prior to the pandemic, we hosted and sponsored a golf tournament to benefit local youth sports and activites. Funds raise from this tournament have been used to sponsor after-school soccer leagues, basketballs and shoes for players, art supplies for teachers, and other education resources. Our next scheduled tournament will be held in 2027.
WHO (Winter Hospitality Overflow) at St. Andrew Lutheran Church
WHO focuses on creating shelter and support for neighbors, with updates often shared on their Facebook page. The initiative focuses on providing shelter, stability, and hope to the local community. The program typically starts in November.
Get Involved: Volunteers can sign up for the WHO@SALC mailing list to receive updates on specific, specialized volunteer opportunities.
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The Shaunauqua Foundation
The Shaunauqua Foundation honors Shauna Thayn Watts, who passed away from Ovarian cancer in 2018. Ovarian cancer is a silent killer that affects thousands of women worldwide. The importance of early detection cannot be overstated, as it can significantly increase the chances of successful treatment. This is where the Shaunaqua Foundation comes in, dedicated to raising funds for ovarian cancer early diagnostics.
Join us in our mission to fund early ovarian cancer diagnostics. Your support can save lives and bring hope to many affected by this disease. Our foundation is named after Shauna. Our Major Goals: Raise $10 million dollars to donate to a research lab that is well on the path of identifying protocols for early detection of ovarian cancer. This $10 million is expected to be the catalyst for an additional $100 million raised directly through the research lab.
Provide motivation, education and resources for young women taking on significant leadership roles during their lifetimes. Provide education and resources for women to prevent later stage ovarian cancer diagnosis.
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