Every successful journey starts with a roadmap. You have dreams for yourself, your family, and perhaps a family business. Whether your focus is on protection planning, preparing for retirement, funding higher education, caring for aging parents or a special needs child, transitioning a business, or creating a legacy for your heirs or the charitable causes you care about—a solid plan is the first step in any financial endeavor. Through Eagle Strategies LLC, we provide personalized financial planning services that take our clients’ overall financial circumstances into consideration. We employ a simple yet effective multi-step planning process to design and deliver a plan based on our clients’ needs and personal preferences. We work diligently with each client to identify and prioritize their goals, explore options, establish effective strategies, construct and execute a plan. Eagle Strategies also regularly assesses the performance of each financial plan and makes adjustments as needed—providing a truly personalized and nimble approach to financial planning.
Through Eagle Strategies LLC, a wholly owned subsidiary of New York Life Insurance Company, you can work with us to guide you in planning for tomorrow’s needs today while preserving your current cash flow. Based on your goals, financial situation, risk tolerance, and investment time horizon, together we can formulate an investment solution to help you achieve all of your short- and long-term wealth management needs. Eagle Strategies incorporates a wide range of thoroughly vetted third-party investment managers who bring specialized expertise in separately managed stock and bond portfolios, and mutual funds, while providing access to third-party wealth management programs. Every investment manager on the platform undergoes a rigorous due diligence process and is monitored closely to ensure they continue to meet our exacting standards. We are, and continue to be committed, to building enduring relationships that help you achieve your financial goals.
Whatever a fulfilling future looks like to you, we’re here to help you prepare for it. Whether you want to manage your business as long as possible or you plan to cash in a pension at age 55, we’ll help you determine what you need to retire comfortably and how that affects your current planning objectives. We’ll assess your risks, assets, and current planning status, then recommend tools to maximize your earnings now and protect your wealth in the future.
When you leave a job or retire, you have a decision to make regarding your 401(k) money. While leaving those assets in the former employer's plan is an option, a rollover can be a consideration. Working with your tax advisor, we can help you determine the right course of action for you. This may include: leaving the funds in your existing plan, if permitted, rolling them into your new employer's plan, if one is available and rollovers are permitted, rolling them over to an Individual Retirement Account (IRA), or taking a cash distribution. Each choice offers advantages and disadvantages, depending on your specific needs, personal circumstances and the retirement plans, such as the desired investment options and services, applicable fees, expenses, and withdrawal options, as well as the required minimum distributions (RMDs) and tax treatment of the applicable options. We do not offer tax advice. Please consult your tax advisor regarding your personal situation.
Managing debt can be an overwhelming process. Whether you need guidance for paying off student loans or cutting down on credit card debt, our team is here to help you develop a practical strategy that makes managing your debt simple and achievable. We’ll help you establish realistic objectives that guide you closer to your overall goals. Our objective is to lift the burden of debt so you can move forward with your financial future and get back to living your life.
We offer specific strategies to help you protect your business and personal assets from liabilities, accumulate wealth to sustain your retirement, and safeguard asset transfer to your children and grandchildren. Whatever your goal, we’ll help you determine the right course of action to mitigate risk for your specific situation and objectives.
An effective estate plan ensures that all your assets end up in the right hands, whether you’re establishing a trust for your loved ones or leaving a donation to your favorite charity. When planned properly, your estate plan should also minimize tax liability and ensure your loved ones are protected for the future. We’ll collaborate with your other advisors to help ensure each aspect of your plan works cohesively to meet the needs of you and your family. We’ll suggest strategies that efficiently distribute your wealth so you and your family are prepared for generations of success.
We do not provide tax advice. Please consult with your own advisors for tax advice.
By starting early, we can help you make funding your children’s—or grandchildren’s—education a manageable goal. Our team of professionals will simplify the process and help you consider factors like tuition rates, inflation, and taxes to develop a practical strategy that maximizes your resources and prepares the best future for you and your children or grandchildren.
We do not provide tax advice. Please consult your own advisors for tax advice.
We offer strategies that help you maximize your philanthropic impact and support your personal financial goals. We’ll help you identify ways to give generously, reduce your tax burden, and provide additional income streams for your future. Giving back is a great way to enrich your life as well as others—let us help you prepare for those opportunities in the most effective way possible.
Please seek tax advice from your own tax advisors.
Preparing for a sound financial future isn’t just about saving money—a truly comprehensive financial strategy takes into account potential circumstances that could affect your future cash flow. We offer solutions for disability insurance and extended care that help you manage unexpected expenses and ensure you’re prepared for any future. We’ll help you identify your risk factors and establish safeguards to protect your assets so you can be confident about the future.
Products available through one or more carriers not affiliated with New York Life Insurance Company, dependent on carrier authorization and product availability in your state or locality.