03/31/2025
Your Medicare coverage can be disrupted or lost through your own actions or for reasons outside of your control. Don't let that happen to you.
Financial Adviser offering investment advisory services through Eagle Strategies LLC, A Registered Investment Adviser. I am not licensed in all jurisdictions.
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 Adviser offering investment advisory services thro
03/31/2025
Your Medicare coverage can be disrupted or lost through your own actions or for reasons outside of your control. Don't let that happen to you.
03/20/2025
Why it's worth setting up a Social Security representative payee.
One Retirement Safeguard You've Never Heard Of Even with a power of attorney or joint bank account, the Social Security Administration may hamstring your financial representative without one of these.
U.S. and global markets are under pressure. Recent data has shown that a gradual economic deceleration is underway, but the market’s sudden shift in narrative may be overblown for the short term. For the best ideas from New York Life Investments’ Global Market Strategy team, visit: https://bit.ly/4cmFi5z
05/07/2024
The Managing Partner for New York Life stopped by to give me this plaque for 40 years of service.
He said he was pleased to see that I’m getting the hang of this job. 
12/19/2022
No matter what your financial goals are, now is the time to start mapping out a plan. Use these 12 tips as a guide to achieve financial fitness.
https://www.eaglestrategies.com/public_files/Financial_Planning_Tips_-_FINAL.pdf
11/29/2022
Small business owners can use these seven tax-saving strategies to lower their tax liabilities by the end of the year.
7 Smart Year-End Tax Planning Moves For Small Business Owners Now is the time business owners need to do their tax planning. The higher your income the more valuable tax planning can be. Why give the IRS a giant tip?
11/29/2022
With inflation rising, now's a good time to make your portfolio more inflation-proof. Learn more.
https://www.eaglestrategies.com/public_files/Inflation_Fact_Sheet_-_Eagle_-_final1.pdf
11/17/2022
If you have a child, grandchild, or other loved one whose future you wish to support, help them with education costs. Start planning today.
https://www.eaglestrategies.com/public_files/Marketing-Minute-Education-Funding_-_final.pdf
06/21/2022
Guaranteed lifetime income lets you focus on what truly matters in retirement. Let’s talk about taking care of your retirement income today. Guarantees are dependent on the claims-paying ability of the issuer.
Immediate Annuity - A Steady Income Starting Now | New York Life Maintain the lifestyle you've earned with a steady monthly income, now through retirement. Discover how you can receive immediate annuity with New York Life!
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