Services

Solutions should fit your situation. That said, I am a firm believer that in my role as your partner and trusted professional, I am responsible for providing you with the most appropriate ideas and strategies to help you make the best selection for your situation.

I employ a thoughtful and holistic approach to each situation - one that is grounded in reality and gives you the best chance of meeting your financial goals and objectives. 

Step 1: No two families or persons are exactly alike, therefore, it is imperative for me to learn and understand who you are as an individual, businessowner, father, spouse etc. Understanding your definition of financiall wellness is critical to being able to provide you with solutions that are best suited for you.  Only then will I feel qualified to make recommendations to you. 

Step 2: Together we' will prioritize your goals and turn them into clear, measurable and actionable items. This will help us to tackle even the biggest challenges - like paying off your mortgage or retiring early - and achieve success.

Step 3: The type of relationships* we decide to engage in and the strategies we select, may influence the types of products and services empolyed. There are times when consulting with your tax and legal advisor is necessary to ensure we all are working together for your benefit.  When insurance and financial products are necessary, to help you meet your goals and needs, we are well positioned to offer options. 

We know life is not static, so to produce the best outcomes, it is necessary to provide ongoing service to ensure  strategies remain effective, and make adjustments as needed.

*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.

Calculators