Practice Areas
Comprehensive Financial Planning
Private Wealth Management
Risk-Managed Investing
Insurance Analysis
- Life
- Disability
- Long-Term Care Insurance
Group Benefit Analysis
Charitable Gifting Strategies
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 provide commission-based product sales. Clients can choose to do business with me for the advisory services only or to implement product sales, or both.
Eagle Strategies is a Registered Investment Adviser and a wholly-owned subsidiary of New York Life Insurance Company. We dedicate ourselves to providing you with investment advisory solutions to help you plan to achieve your future goals.
Sample Financial Plan
This hypothetical example illustrates the type of analysis that we can provide as part of a comprehensive financial plan. It is not representative of any actual clients or performance of any particular financial or insurance products. All names, data, and circumstances are fictional.
Client Questionnaire
To help get us started, you may fill out this questionnaire and bring it to our first meeting.
