Personal Services

Wealth Management: Through Eagle Strategies LLC, a wholly owned subsidiary of New York Life Insurance Company, we work with clients to design and implement a variety of wealth accumulation and management plans.  We offer investment programs ranging from separately managed portfolios of stocks and bonds to mutual funds and access to third-party wealth management programs. 

Financial Planning: Through Eagle Strategies LLC, we provide personalized financial planning that is specific to the client's situation, including income, risk tolerance, values, and family. We work with clients to identify and prioritize goals.  We then design and execute a plan, assessing and adjusting as needed over time. 

401(k) and IRA rollovers: When you leave a job or retire, you must make a decision regarding your 401(k). Working with your tax advisor we can help you determine the right course of action, which may include leaving the assets in the existing plan, rolling them into your new employer plan (if permitted), or rolling them into an IRA.  Each option has advantages and disadvantages which we can help you evaluate. 

*Neither New York Life Insurance Company nor its agents provide tax advice

Estate Planning: A properly designed estate plan can help minimize tax liability and make sure loved ones are protected.  We can work with your other advisors to suggest strategies to meet your family's needs.  We do not provide tax advice.  Please consult your tax advisor for tax advice. 

Charitable Planning: Many charitable giving strategies exist if supporting an organization or a cause are an important priority for you. We can help you determine an appropriate giving strategy to meet your goals. Please consult your own tax adviser. 

Asset Protection: Protecting your assets can encompass many different insurance and financial strategies.  The right strategy can protect what you have saved and built, and help make sure assets transfer to the individuals you want them to pass to in the event of your passing. We can help you figure out the right strategies for your specific situation.