Our Products & Services

Financial Planning: Through our Registered Investment Adviser, Eagle Strategies LLC (“Eagle”) we offer fee-only financial planning. Financial planning is a process centered around our client's goals and objectives. What makes financial planning different from other client interactions is the delivery of a financial plan that includes analysis and written recommendations.  Utilizing our industry's most sophisticated advanced financial planning solution, eMoney, we bring our client conversations to life with an interactive and collaborative experience. 

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A Plan for Life
 
 
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Wealth Management: Through our Registered Investment Adviser, Eagle Strategies LLC (“Eagle”) we offer fee-based wealth management.  Eagle provides access to leading asset managers through its investment advisory programs. It partners with non-proprietary asset managers who can stand up to its Investment Research and Due Diligence team's rigorous requirements. Before an asset manager is added to Eagle's platform, it is thoroughly vetted and continuously monitored to ensure it meets Eagle's stringent investment criteria. Additionally, its roster of asset managers is continually evaluated to ensure it offers the breadth and depth of solutions necessary to help you meet your financial goals.

Investments:  We also offer securities products and services through NYLIFE Securities LLC (Member FINRA/SIPC), a Licensed Insurance Agency, where you can also choose from over 2,500 mutual funds, including self-directed brokerage accounts and tax-deferred Individual Retirement Accounts (IRAs).

To meet the needs of our business owner clients, we offer products to fund plans for companies of all sizes, ranging from SIMPLE IRAs to full-service defined contribution and defined benefit plans.

Retirement Income: Preparing for retirement is easier with the help of our guaranteed^ lifetime income annuity products. You can select an immediate annuity1 that pays income right away, or a tax-deferred fixed annuity1 that allows you to set aside money until you need it2. Either way, you will be assured a steady, dependable source of income for life.

Life Insurance: Life insurance is an effective way to help protect your family's lifestyle and future. Plus the cash value in a whole life insurance policy can be accessed via policy loans to help you supplement your retirement income when your protection needs decrease*. This cash value can also be accessed for other major life events and can play an important part in business succession or charitable giving plans*.

Long-Term Care Insurance: Going through life may require a little help along the way. So if you're planning ahead, long-term care insurance may help protect you or a family member's future plans and help preserve the assets you've worked so hard to build.

Other Products: We have established relationships with other carriers, and can supply you with information on disability income insurance as well as individual and group health insurance products3. If we don't offer it, chances are someone in our network of local professionals can assist you and we are more than happy to refer to other trusted professionals. 

To learn more about our products and services, please feel free to give me a call or request a free consultation. I'll be happy to answer all your questions.

 

*Policy loans will accrue interest. Any outstanding loans plus interest will reduce the cash value and death benefit of the policy.

^Guarantees are backed by the claims-paying ability of the issuer.

1Issued by New York Life Insurance and Annuity Corporation (A Delaware Corporation)

2Early withdrawals may incur charges. In addition to paying income taxes that may be due, distributions from annuities before age 591/2 may also be subject to a 10% federal tax penalty.

3Products available through one or more carriers not affiliated with New York Life, dependent on carrier authorization and product availability in your state or locality.

 


 

 Need a little help in deciding which products would be right for you and your family? Please do not hesitate to contact us for additional information. We can help you analyze your needs and recommend appropriate products.

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