Contact information, map and directions, contact form, opening hours, services, ratings, photos, videos and announcements from Jared Backner, FSCP Financial Advisor Eagle Strategies, Financial planner, 2020 Main Street Floor 10, Irvine, CA.
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, management cost for extended periods of care and lifetime income strategies.
September is National Life Insurance Month — a reminder that real love isn’t only spoken, it’s shown. Because, as this video shows, life insurance is one of the most meaningful ways to ensure your family is cared for — today, tomorrow, and for generations to come. Let’s talk about how you can protect the ones you love.
07/07/2025
There are no mulligans in golf or retirement. Our goal is to make annuities easy for you and your clients. Talk to me about solutions that can help you get it right on the first swing.
04/07/2025
In this week's , New York Life Investments' Global Market Strategy team discusses Liberation Day, which is coming – though investors could be forgiven for not feeling especially free. Announced for April 2, the term refers to the Trump administration’s planned rollout of reciprocal tariffs aimed at trade partners with big surpluses and steep barriers to U.S. exports. The idea is to “level the playing field” in global trade, and the hope is more clarity could reduce investor angst – even if that clarity comes with higher trade barriers.
https://bit.ly/43KU7hS
12/19/2024
What have you done in the past that has paved the way for your success today?
12/12/2024
Maximizing wealth transfers for the 99%
Learn how you can utilize the federal gift and estate tax exemption to maximize your wealth transfer strategies in this article from Winstead PC attorney Jeff Chadwick, who shares simple, effective methods to protect your assets and minimize taxes. Call me to discuss these flexible gifting approaches that can ensure your legacy is protected for generations to come.
https://bit.ly/3ZR04Y0
12/09/2024
From wrapping presents to getting the kids dressed and ready, there's always prep work in providing the perfect holiday for your loved ones. Wouldn't it be great to have someone who can help? While you may be on your own for the small stuff, when it comes to building your family's financial security, I'm more than happy to lend a hand. Learn more about what I can do for you this holiday season and reach out when you have a moment to spare.
11/13/2024
This , we're thankful for the opportunity to protect the ones you cherish most. Wishing you a safe and joyful holiday filled with gratitude, love, and peace of mind.
10/28/2024
Planning for caregiving costs is essential. As demand grows, integrating caregiving into your financial strategy is crucial. I can help create a strategy that fits your family’s needs. For more information or to schedule a call, please get in touch.
10/24/2024
Estate planning in 2025: given the uncertainty surrounding future tax legislation, now is an opportune time for high-net-worth individuals to act.
Estate Planning In 2025: Leveraging SLATs Before The TCJA Sunset Given the uncertainty surrounding future tax legislation, now is an opportune time for high-net-worth individuals to act.
10/11/2024
Learn more about what’s currently shaping the markets. Read this quarter’s edition of The Eagle Edge here.
https://bit.ly/3U3yoM8
10/07/2024
Creating a solid financial strategy can be your first step toward achieving long-term financial security. This , reach out and let's work together to map out your goals and secure your future.
| Monday | 8am - 9pm |
| Tuesday | 8am - 9pm |
| Wednesday | 8am - 9pm |
| Thursday | 8am - 9pm |
| Friday | 8am - 9pm |
| Saturday | 8am - 9pm |