Todd L Middleton, RICP, CFP Financial Adviser with Eagle Strategies LLC

Your family may inherit your memories, values and traditions—but life insurance can help prevent them from inheriting the financial strain of unpaid obligations. Coverage may help with debt like outstanding medical bills, student loans, and even credit card debt.

Review the obligations your family would need help covering.

This Labor Day, let’s take time to appreciate how the work we do every day builds a stronger community.

Did you know that you're able to roll over excess 529 funds into a Roth IRA? Learn more about this strategy as you plan for your child’s education.
https://bit.ly/4xbkbOe

You've worked hard to put a solid financial plan in place—savings, retirement, and protection for the people who depend on you. Many financial plans are built around the assumption that your income keeps coming in.

Individual Disability Insurance can help provide a portion of income if a qualifying disability affects your ability to work, so the plan you've built has a chance to stay on track.

If you've never taken a close look at your income protection, or if you're not sure how your workplace coverage may work, explore our white paper, The Cornerstone of Financial Security: Individual Disability Insurance, or connect with an agent to start the conversation.

Link to white paper: https://nyl.co/4i9uRsR

The FIRE movement has evolved beyond early retirement. Learn how Coast FIRE, Barista FIRE and financial flexibility are reshaping retirement planning.

The FIRE Movement Has Changed Early retirement isn't the only goal anymore. Here's how today's FIRE movement is shifting toward financial flexibility and making work optional.

Whether you’re saving for college, buying a home, or planning for retirement, big financial decisions often come with big questions. That’s where I can help. With access to proprietary tools and insights backed by New York Life, you’ll get an extensive report to help you see your options clearly —maybe even in a new light. A better future starts with one conversation. Call me today for a free personalized report with no obligation.

DSAJ's 24th Annual Buddy Walk®️
SAVE THE DATE! More information on Todd's page is coming soon!

There's more financial advice out there for young people than ever—and somehow, that's making things harder, not easier. Trends like ""girl math"" and ""no-spend"" months turn budgeting into a game or a punishment, when what most young people actually need is a plan.
I'm sharing an article that gets into why all this noise is landing the way it is—and what actually helps cut through it.
https://bit.ly/4wQWwTI
Whether you’re thinking about how to build a stronger financial foundation for you or someone you care about, reach out. I’m always here to talk.

I’m excited to have earned New York Life’s Chairman’s Council distinction! Council is an annual recognition program awarded for agent production between July 1 - June 30. I’m grateful for this honor and the chance to continue supporting my clients’ goals.

🐴 Building Confidence, Connection & Strength — One Ride at a Time

We’re proud to highlight the incredible work of NFSSE and its Equine Assisted Programs at the Delores Barr Weaver Therapeutic Equestrian Center.

Through therapeutic riding and equine-assisted activities, children and adults with intellectual and developmental differences can build confidence, improve strength and balance, support social connection and communication, and experience the special bond that comes from working with horses.

We especially love NFSSE’s Reverse Inclusion approach, where neurotypical children ride and learn alongside individuals with IDD — encouraging inclusion, understanding, friendship, and fun.

We’re grateful for our connection with NFSSE and proud to shine a light on the meaningful work they do in our Jacksonville community. 💙🐴

Equestrian Center - North Florida School of Special Education Explore the benefits of Therapeutic Horseback Riding for children and adults with IDD. Discover equine-assisted activities today.