Every endeavor worth pursuing starts with a Vision - an idea of what could be. An exciting opportunity, a new business venture, an image of a better future and the life you want to live. As important as your Vision is, the odds of success are better if you have a Plan to achieve it - and a Path to help you get there.
Our role and Jungen & Co. is to help foster a collaborative planning environment that creates the Focus that's needed while providing the Orchestration that is critical to success. By working to help you crystallize your objectives and prioritize your goals, we can create a better understanding of what's needed to increase the odds that your vision will become your reality.
Our role and Jungen & Co. is to help foster a collaborative planning environment that creates the Focus that's needed while providing the Orchestration that is critical to success. By working to help you crystallize your objectives and prioritize your goals, we can create a better understanding of what's needed to increase the odds that your vision will become your reality.
Services
Michael Jungen is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the state of AZ, FL, IL, WI. No insurance business may be conducted outside this state referenced. Michael Jungen is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, 135 S. 84th St., Ste.
Michael has been active in the area of financial planning since 1979 and has obtained his CERTIFIED FINANCIAL PLANNER Practitioner designation, as well as the Chartered Financial Consultant and Chartered Life Underwriter designations. He graduated Cum Laude from the University of Wisconsin-Milwaukee in 1978 receiving his Bachelor's Degree in Business Administration.
Through Eagle Strategies LLC, a Registered Investment Adviser and indirect, wholly owned subsidiary of New York Life Insurance Co., I can provide our clients access to fee-based investment advisory services tailored to meet their specific personal or business needs.
However, with over 22,000 entities that can call themselves money managers and over 2,500 mutual funds to choose from, creating an effective strategy can be a labor-intensive, time-consuming process.Through our relationships with independent, top-tier investment firms, we can help simplify the process.
However, with over 22,000 entities that can call themselves money managers and over 2,500 mutual funds to choose from, creating an effective strategy can be a labor-intensive, time-consuming process.Through our relationships with independent, top-tier investment firms, we can help simplify the process.
A Coordinated "Team" Approach to Assist in the CREATION, MANAGEMENT and PRESERVATION of WEALTH. There are a number of issues that business owners face, including providing employee benefits, obtaining business insurance and transferring the business upon death, disability or retirement. For most small business owners, their business lives and personal lives are inseparable.
The Holistic Planning Process is a system that is designed to help co-ordinate and orchestrate the many aspects of a client's financial life into a cohesive whole. The objective is to give a better sense of where you are, where you want to go, and a "plan and a path" for how to get there.
The Challenge: Most people have many resources and multiple advisers, but their advisers often aren't acting together as a team and their resources aren't coordinated.The client is often left to orchestrate the process themselves without adequate knowledge, time, or desire. They often don't know what they don't know.
The Challenge: Most people have many resources and multiple advisers, but their advisers often aren't acting together as a team and their resources aren't coordinated.The client is often left to orchestrate the process themselves without adequate knowledge, time, or desire. They often don't know what they don't know.
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