Services

One of the best things about being a Financial Adviser at Eagle Strategies is being able to offer real-world solutions to people who have a genuine need. In that respect, I consider my role to be more of a trusted professional: someone who will see you through life's most difficult moments and help you prepare for the opportunities ahead.

Consultation – That's how it all begins—with a simple conversation. Everyone is different, so it's important for me to learn as much about you as possible. What are your goals? Where would you like to be in 10 to 20 years? What financial resources do you already have in place? How is your business organized? What are the particular challenges of your business?

Together we'll prioritize your goals and turn them into clear and measurable objectives. That way you can see how even the biggest challenges like paying off your mortgage or retiring early can be accomplished. The more I get to know about you, the more insightful my recommendations will be.

Analysis – Not all solutions are suited to everyone’s needs. Once I’ve gathered the required information through the consultation process, I will analyze the information to gain additional direction towards the best possible solutions for you. With access to a wide variety of tools, resources and subject-matter experts, I can leverage more than 300 years of practical experience to give you the peace-of-mind that we’ve looked at your situation as minutely as possible.  

Recommendations – Next, we'll identify some financial and insurance products to help you meet your goals and needs. I can even consult with your financial, tax, and legal advisors to make sure our efforts fit in with your overall plans.

Periodic Review and Update – I will provide ongoing service to review the plan that we’ve put in place. As time goes on, your situation will almost certainly change. Things may change on the personal, regulatory or economic front. With changing situations, your plan may need to be updated. I will work with you over the years to help keep your program on track with your changing needs.

 

Neither New York life Insurance Company, nor its agents or affiliates provide tax, legal or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions.

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