Services for Individuals and Families

Taking into account your needs, goals and tolerance to risk, our Agents can work with you to help bring clarity to where you’re going and how to get there. Some products and services are highlighted below.

401(k) and IRA Rollovers

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 should be a strong consideration. Our agents can help you determine the right course of action for you and provide all the important information you need to know before you make your decision.

When considering rolling over the proceeds of your employer sponsored retirement plan to an IRA, you have the option, among others, of leaving the funds in your existing plan, if permitted, or rolling them into your new employer’s plan, if one is available and rollovers are permitted. Each choice offers advantages and disadvantages, depending on the desired investment options and services, fees and expenses, withdrawal options, required minimum distributions, tax treatment, and your unique financial needs and retirement plans. Neither New York Life Insurance Company nor its agents provide tax or legal advice. Consult your own tax and or legal advisors regarding your particular situation.

Asset Protection

There are numerous financial strategies and retirement income plans that can help you accumulate assets for the future, shield your business and personal assets from liabilities, and safeguard asset transfer to children and grandchildren. Our agents can help you figure out what the right course of action is for your specific situation and objectives.

Family Protection

Our agents help you identify financial strategies and retirement income plans that can help you accumulate assets for the future, shield your business and personal assets from liabilities, and safeguard asset transfer to children and grandchildren.

Charitable Planning

Charitable planning allows you to support the organizations and causes that matter to you. Numerous charitable giving strategies exist, and our agents can work with your tax and legal professionals to help execute a charitable giving plan that is in alignment with your personal and philanthropic goals.

Disability and Long Term Care

To execute a sound retirement strategy, asset and income protection are a must. Designing a plan that encompasses long term care insurance and disability insurance can create the necessary balance in a portfolio to ensure stability and protection of assets.

Estate Planning

Charitable planning allows you to support the organizations and causes that matter to you, while often providing immediate income streams and reducing your tax burden. Numerous charitable giving strategies exist, and we can help you design and execute a charitable giving strategy that is in alignment with your personal and philanthropic goals. Please seek tax advice from your own tax advisors.

Financial Planning1

Managing your wealth requires a clear understanding of your overall investment objectives. Through Eagle Strategies LLC, our comprehensive investment advisory capabilities utilize a disciplined investment approach that looks beyond traditional asset allocation, while addressing important factors such as risk tolerance levels and investment time horizons.

Investment Management1

Managing your wealth requires a clear understanding of your overall investment objectives. Through Eagle Strategies LLC, our comprehensive investment advisory capabilities utilize a disciplined investment approach that looks beyond traditional asset allocation, while addressing important factors such as risk tolerance levels and investment time horizons.

Safeguarding Your Home Mortgage

There's nothing like the feeling of owning your own home. It's a part of the American Dream - to live in a home that you can truly call your own. Between picking out curtains and paint samples, you should also remember that your house is an investment. Your home represents many things – a place to raise a family, comfort, and a major financial commitment. Like other valuable assets in your life, it too needs to be protected. Realizing how important your house is to you and your family is the first step. Deciding on ways to safeguard your investment is an important step that will help guarantee the joy of owning your home for years to come.

Our agents can help alleviate some of the worry that comes with ownership. One major concern may be that your family will face difficulties paying off the mortgage in the event that you pass on. One of the ways to help assure your family's financial security is to consider life insurance products as mortgage protectors. Products such as Permanent Life and Term Life insurance are personally-owned and portable. If purchased in an adequate amount, the death benefit can help retire the mortgage, and also help provide money to cover other expenses. Ensuring your family's future now will help ease your mind, and let you concentrate on the really important things like choosing between carpet or hardwood floor for the dining room.

Wealth Management1

Financial Advisors through Eagle Strategies LLC can work with clients to design and implement a variety of accumulation and retirement income plans, offering insurance products, investment programs. They offer a consistent process to ensure management of investment assets according to your risk tolerances. They then monitor your plan on a continual basis, and adjust and evolve as your needs change.

1All Financial Planning, Wealth Management, Investment Management, and/or Investment Advisory Services can only be offered through properly licensed and registered Financial Advisors affiliated with Eagle Strategies LLC, A Registered Investment Adviser and Registered Representatives of NYLIFE Securities LLC, member FINRA/SIPC, A Licensed Insurance Agency.