Individual and Family Services
Financial peace of mind comes to each person in a different way. Whether you’re coming to us with a specific need in mind, or you need help determining your next steps, we’re here to guide you through the process. We’ll get to know you and your family and help you determine the best way to enjoy your life now as you prepare for a sound future. We offer customized services and cutting-edge products to help you maximize the return for your hard work, protect your assets and your loved ones, and grow in each stage of life. Whatever you need to achieve your goals, however your family grows—we have you covered.
Some of our services for individuals and families are detailed below.
Financial Planning
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.
Wealth Management
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.
Retirement Planning
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.
Qualified Retirement Plans for Business
Group Health Insurance
Asset Protection
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.
Estate Planning
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.
Education Planning
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.
Charitable Giving
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.
Disability and Extended Care Needs
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.
