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Financial Planning

Through Eagle Strategies LLC, we provide personalized financial planning to our clients that is specific to several variables, including income, risk tolerance, values and family.  We work with each client to identify and prioritze their goals, explore options, establish effective strategies, construct and execute a plan and access the performance of the plan to make adjustments as needed. 

Wealth Management

Through Eagle Strategies LLC, a wholly owned subsidary of New York Life, we work with our clients to design and implement a variety of wealth accumlation and management plans, offering investment programs ranging from seperately managed portfolios of stocks and bonds to mutual funds and exchange traded funds (ETF's) and access to third party wealth management programs.  We offer a consistant process to help ensure mamangement of investment assets according to your goals,  risk tolerance and time horizon.  We then monitor your plan on a continual basis, adjust and evolve as your needs change. 

In addition we offer the following Services:
 

Business Planning

  • Succession Planning
  • Buy Sell agreements
  • Key Person Life Insurance

Life Insurance Planning

  • Human Capital calculations
  • Cash Value accumulation and access
  • Legacy and Estate conservation

Retirement Income Strategies

  • Life Time Income Annuity
  • Qualified Income Annuity Contracts (QLAC)
  • 401k Rollover

Long Term Care planning

Estate planning

  • Consultation with New York Life Advanced Planning team
  • Existing document reviews
  • Advisory for privately held businesses

Employee benefits

  • 401k Rollovers
  • Simple IRA
  • Health Insurance
  • Short-Term and Long-Term Disability
  • Dental
  • Vision
  • Group Life Insurance
  • Voluntary Life Insurance program