Our Services

Wealth Management and Retirement Planning

Through Eagle Strategies LLC, a Registered Investment Adviser, a Financial Adviser* can design and implement a variety of accumulation and retirement income plans, offering insurance products, investment programs ranging from separately managed accounts on a discretionary basis, as well as access to third party wealth management programs. Eagle Strategies seeks to offer a consistent process to ensure management of client risk tolerances and goals, monitoring on a continual basis, and the evolution of portfolios in conjunction with changing client objectives.

Wealth & Asset Protection

As an agent or Financial Professional, you can also offer strategies to help shield a client's business and personal assets from liabilities or life events. This can help safeguard asset transfer to children and grandchildren.

Executive Benefits

Most successful businesses employ talented executives whose contributions to the bottom line are critical. It is essential to attract and retain high-caliber people. As an agent or Financial Professional, you can suggest a variety of benefit packages that effectively retain key employees as well as attract new ones.

Estate and Legacy Planning

A well-engineered estate conservation plan can help minimize tax liability and strive to ensure that loved ones are protected. You can work with clients and their professional advisors to analyze their current financial status and assess the potential impact of state and federal taxes on a client’s estate. Using this baseline, you can help develop and suggest strategies that seek to meet planning goals in coordination with personal philosophies and family needs. Additionally, you can help clients look at the benefits of a charitable giving plan designed to meet personal goals and achieve philanthropic objectives.

Business Succession and Exit Planning

A lifetime of work goes into the development of a successful business, often making it a client’s most valuable asset. An estate plan should be in place to protect that asset and ensure its viability and value long into the future. You can offer innovative strategies for the continuation of the business that address the needs of each family member.

*Certain qualifications and requirements must be met to become an Eagle Strategies Financial Adviser. Please ask for more information.

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