Your New York Life Agent/ Financial Advisor with Eagle Strategies, LLC

Where are you getting your financial advice? Newspapers? Magazines? Web sites? Cable TV? While financial media can often provide helpful information, it cannot take the place of the personalized advice an experienced financial adviser who is familiar with your particular situation can offer.

Do you have concerns about any of the following?

 


  • Life Insurance
  • Wealth Accumulation/ Management
  • Estate Planning
  • Retirement Planning
  • Educational Funding
  • Investment Planning
  • Individual Retirement Plans
  • Employer Sponsored Retirement Plans
  • Long-Term Care Insurance
  • Business Succession



 


 


As a Financial Advisor with Eagle Strategies LLC, a Registered Investment Advisor, I can provide you with a customized plan to help address your concerns and help you achieve your financial objectives.


 


 


 


Please use my Web site as a resource, and do not hesitate to contact me for additional information or to schedule a meeting. Thank you for your interest.


 

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    Understand the rules and deadlines for the estates of recently deceased taxpayers when seeking portability relief.

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