Services

We serve individuals and businesses in many 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. Handle assets before and during retirement. 
  • Tax strategies1
    Looking for ways to help reduce your current and future tax burden. Referring you to qualified tax specialists. 
  • Estate planning 1
    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 possible 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 allocation2 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.

*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.

1Neither New York Life Insurance Company, Eagle Strategies LLC, nor any of their advisors or affiliates provides tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions.
2Asset allocation does not ensure a profit or protect against a loss, but is intended to  help manage your goals and risk tolerance.