Your Local Financial Planning Advisor

One Place for Protection and Growth

Most people work with one provider for insurance and a completely separate firm for investments. At Eagle Insurance & Financial, you get both under one roof. Our team, led by Owen O'Malley with 18 years of combined corporate and agency experience, serves as your dedicated financial partner across every stage of life. Whether you are rolling over a 401(k), building a college savings plan, or looking at annuities for long-term accumulation, we bring the same concierge-level care to your financial picture that we bring to your insurance coverage. Our financial specialist Mark works alongside Owen to ensure every client receives focused, expert guidance on the investment and planning side of their financial life.

Retirement Planning for Williamson County Families

Retirement is not a single event; it is a process that requires ongoing attention and adjustments. Our retirement services cover 401(k) rollovers, IRA setup and management, and broader income-protection strategies designed for the specific needs of Middle Tennessee residents. Whether you are transitioning between jobs, approaching retirement age, or simply want to make sure your current plan is on track, we provide clear, compliance-conscious guidance without the jargon. Owen O'Malley holds securities licenses 6, 63, 26, and 51, giving you confidence that the advice you receive meets professional and regulatory standards.

Mutual Funds Through Multiple Providers

Access to mutual funds through multiple carriers and financial providers means you are not locked into a single product shelf. We help clients in Franklin and across Williamson County evaluate fund options that align with their risk tolerance, time horizon, and overall financial picture. Our role is to present options clearly and honestly, so you can make informed decisions with full confidence. We do not offer individual stocks or bonds; our focus stays on the diversified, professionally managed products that are appropriate for the families and individuals we serve.

Annuities for Long-Term Accumulation

For clients looking at long-term wealth accumulation vehicles, annuities can play a meaningful role in a broader financial strategy. We walk through how annuities work, what types may be appropriate for your situation, and how they fit alongside your other retirement and savings tools. All guidance is provided in a compliance-conscious manner; we never make performance guarantees or use misleading projections. The goal is to give you an honest, complete picture so you can decide whether an annuity makes sense for your specific circumstances.

College Savings Plans for Growing Families

Families throughout Williamson County are planning ahead for their children's education, and the earlier those conversations start, the more options are available. Our college savings planning services provide factual, straightforward guidance on the plans available to Tennessee families. We help you understand how different savings vehicles work, how they interact with your broader financial picture, and what steps make sense given your timeline and goals. Starting early makes a significant difference, and we are here to help you get that process underway with clarity.