Sarah Smith, CFP, Financial Advisor with Eagle Strategies LLC

Sarah Smith, CFP, Financial Advisor with Eagle Strategies LLC CFP® professional and Financial Advisor offering investment advisory services through Eagle Strategies, LLC.

I offer a variety of products that can help you meet a number of insurance and financial needs, including, but not limited to college funding, retirement, managing costs for extended periods of care and lifetime income strategies. Please contact me to help you fully analyze your needs and recommend appropriate solutions. In addition to a Financial Advisor offering investment advisory services through Eagle Strategies LLC, A Registered Investment Adviser, I am also licensed as an Agent with New York Life Insurance Company and a Registered Representative of and offer securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), A Licensed Insurance Agency. Eagle Strategies LLC and NYLIFE Securities LLC are New York Life Companies. Any testimonial on this site is based on an individual’s experience and may not be representative of the experience of other customers. These testimonials are no guarantee of future performance or success. Neither New York Life Insurance Company, nor its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. I am not licensed in all jurisdictions.

340 South Beach Street
Suite 113
Daytona Beach, FL 32114
(386) 275-1322

A lot of financial conversations focus on growth. Returns, investments, retirement projections. But for high-income prof...
09/29/2026

A lot of financial conversations focus on growth. Returns, investments, retirement projections. But for high-income professionals and business owners, one of the most overlooked parts of a strong financial strategy is protection.

Your ability to earn, your assets, your business, your family's lifestyle. All of it is vulnerable without the right structure in place. Disability & life insurance are not just safety nets. For clients at a certain level of wealth and responsibility, they are essential components of a comprehensive plan.

Protecting your progress is not about fear. It is about foresight.

🛡️ Let us take a look at whether your protection strategy is keeping pace with where you are today. SarahSmithEagle.com | Call (386) 275-1322

For couples who have spent years building wealth, the financial conversations get more complex. Retirement timelines, in...
09/24/2026

For couples who have spent years building wealth, the financial conversations get more complex. Retirement timelines, investment strategies, business interests, estate plans, legacy goals. When two people bring different priorities and perspectives to those decisions, alignment matters more than ever.

It is not uncommon for one partner to be more focused on growth while the other prioritizes security. One may be thinking about when to exit a business while the other is thinking about what retirement actually looks like day to day. These are not conflicts. They are conversations that a well-built financial plan is designed to navigate.

Purpose-driven financial planning helps couples get on the same page, not just about numbers, but about the life they are building and the legacy they want to leave.

💙 If you and your partner have not recently revisited your strategy together, that conversation is worth having. SarahSmithEagle.com | Call (386) 275-1322

When the market drops, doing nothing can feel like the hardest thing to do. The instinct to do something can be powerful...
09/16/2026

When the market drops, doing nothing can feel like the hardest thing to do.

The instinct to do something can be powerful. Move to cash. Wait it out. Make a change.

But when you have a long-term strategy in place, reacting to short-term volatility can often do more harm than good.

Staying the course isn’t always easy, especially when uncertainty is high. That’s also where having an advisor in your corner can help. Having someone to talk through what’s happening, revisit the plan, and help keep short-term emotions from driving long-term decisions.

The goal isn’t to predict what the market will do next. It’s to build a strategy that doesn’t require you to.

📊 If market uncertainty has you questioning your investment strategy, let’s talk about what staying the course looks like for your situation.
SarahSmithEagle.com | Call (386) 275-1322

Most people have financial goals. Fewer have a financial plan that actually connects those goals to a strategy built aro...
09/07/2026

Most people have financial goals. Fewer have a financial plan that actually connects those goals to a strategy built around their specific life, income, and priorities.

There is a significant difference between having money and having a plan for your money. A well-built financial plan does not just account for where you are today. It accounts for where you are going, what could get in the way, and how to keep everything aligned as life evolves.

For professionals, business owners, and families building wealth, that kind of comprehensive approach is not optional. It is the foundation everything else is built on.

🌟 If your financial strategy has not been reviewed recently, that is worth a conversation. SarahSmithEagle.com | Call (386) 275-1322

August is wrapping up and just like that, summer is behind us. September brings a new season and with it a natural oppor...
08/30/2026

August is wrapping up and just like that, summer is behind us.

September brings a new season and with it a natural opportunity to reset and refocus on your goals. School routines are back, schedules are settling, and life is picking back up its regular pace.

That consistency is actually one of the best environments for building good financial habits. When life steadies, your plan can too.

🍂 Let's use this fresh start to make sure your financial strategy is ready for everything fall has in store.
SarahSmithEagle.com | Call (386) 275-1322

08/23/2026

As August winds down, fall is closer than it feels. And with fall comes the final stretch of the year, which moves faster than most people expect.

The last few months of the year are some of the most important for financial planning. From reviewing your investments to revisiting your protection strategy, getting ahead of it now means you are not scrambling when the holidays arrive.

A little intention now goes a long way toward finishing the year strong.

🍂 Let's make sure your plan is set up for a strong finish to 2026.
SarahSmithEagle.com | Call (386) 275-1322

Mid August means summer is starting to wind down and the back to school rush is in full swing.It is also the time of yea...
08/19/2026

Mid August means summer is starting to wind down and the back to school rush is in full swing.

It is also the time of year when a lot of people realize how much the summer costs them. Vacations, activities, back to school shopping. It adds up.

If you are feeling the financial squeeze right now, you are not alone. But this is also the perfect moment to reset, refocus, and build a strategy that sets you up strong for the rest of the year.

📊 Let's turn the end of summer into a fresh start for your finances.
SarahSmithEagle.com | Call (386) 275-1322

For many families, August means packing up the car and dropping a child off at college for the very first time.It is an ...
08/10/2026

For many families, August means packing up the car and dropping a child off at college for the very first time.

It is an exciting milestone, and an expensive one. Between tuition, housing, and all the extras, college costs can take a significant toll on a family's finances if there is not a plan in place.

But this season is also a reminder that your financial priorities are shifting. With one chapter closing, now is a great time to revisit your own retirement and investment strategy.

🎓 Your goals matter too. Let's make sure your plan reflects this new chapter.
SarahSmithEagle.com | Call (386) 275-1322

August is here and for most families that means supply lists, new backpacks, and a budget that seems to disappear overni...
08/07/2026

August is here and for most families that means supply lists, new backpacks, and a budget that seems to disappear overnight.

Back to school spending is one of the biggest seasonal expenses families face each year. But beyond the notebooks and new shoes, this time of year is also a good reminder to think about the bigger picture.

Are you planning for your children's future education costs? Do you have a strategy in place that grows with your family?

🎒 Let's make sure your financial plan is keeping up with your family's needs.
SarahSmithEagle.com | Call (386) 275-1322

As July wraps up, August is right around the corner and with it comes back to school season, shifting schedules, and a w...
07/27/2026

As July wraps up, August is right around the corner and with it comes back to school season, shifting schedules, and a whole new set of expenses.

Whether you have kids heading back to school or college, or you are simply looking ahead to the final stretch of the year, now is a great time to make sure your financial plan is ready for the transition.

The second half of the year moves fast. A little preparation now goes a long way. 🎒

Let's make sure you are heading into August with a plan that is ready for what comes next.
SarahSmithEagle.com | Call (386) 275-1322

Address

340 South Beach Street Suite 113
Daytona Beach, FL
32114

Opening Hours

Monday 9am - 5:30am
Tuesday 9am - 5:30am
Wednesday 9am - 5:30am
Thursday 9am - 5:30am
Friday 9am - 5:30am

Telephone

+13862751322

Website

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