Services

 

Our services are designed to help you answer the following questions:

  • How can I get more from my investments?
  • How can I reduce my exposure to risk?
  • How much money will I need to live comfortably in retirement?
  • Am I saving enough?
  • What is the best way to save for college?
  • How can I help reduce estate taxes and preserve more of my assets for my heirs?
  • Do I have the right amount of life insurance?

 

We serve individuals and businesses in all areas of financial management, including:

  • Retirement planning 
    Making the most of your employer-sponsored retirement plans and IRAs. Determining how much you need to retire comfortably. Managing assets before and during retirement. 
  • Tax management 
    Looking for ways to help reduce your current and future tax burden. Referring you to qualified tax specialists. 
  • Estate planning 
    Reviewing your wills and trusts. Helping preserve your estate for your intended heirs. Helping with beneficiary designations. Reducing exposure to estate taxes and probate costs. Coordinating with your tax and legal advisors. 
  • Risk management 
    Reviewing existing insurance policies. Recommending policy changes when appropriate. Finding the best policy for your situation. 
  • Education funding 
    Recommending investment and accumulation strategies to help you pay for your children's education. 
  • Investment Planning 
    Determining your asset allocation needs. Helping you understand your risk tolerance. Recommending the appropriate investment vehicles to help you reach and exceed your goals. 
  • Employee and executive benefits 
    Helping your business attract and retain qualified employees through benefit packages.
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*As a Financial Adviser with Eagle Strategies LLC, I can offer fee-based investment advisory services, while as an agent with New York Life Insurance Company and Registered Representative with NYLIFE Securities LLC, I can offer commission-based product sales. Clients can choose to do business with me for the advisory services only, or to implement product sales, or both.

Neither New York Life Insurance Company, Eagle Strategies LLC, nor any of their affiliates or representatives provides tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions.

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