You did not make it to where you are today by accident. You found good teachers and mentors and learned what you needed to learn. You kept your nose to the grindstone and worked really hard. You made good decisions along the way. Now, you've reached a point where the time is right to take a minute, look up from your work, and recognize all the success you have achieved both in your career as well as financially.
It is time to take stock and plan carefully for what is next. Do you have a financial mentor? Are you making good decisions with your money or are there things you could be doing better in terms of managing your finances? Are there strategies you are not even aware of which could help you protect your family, reduce your tax exposure, and grow the wealth you've worked so hard for?
It is time to take stock and plan carefully for what is next. Do you have a financial mentor? Are you making good decisions with your money or are there things you could be doing better in terms of managing your finances? Are there strategies you are not even aware of which could help you protect your family, reduce your tax exposure, and grow the wealth you've worked so hard for?
Services
It is hard to get where you going without knowing what direction to head in. A comprehensive, written, financial plan gives direction and structure to your efforts in solving a number of financial issues. Many clients choose this option as they are looking for advice that is not tied to any particular financial product or because they want the option to implement their plan as they choose.
Eagle Strategies is a Registered Investment Adviser and a wholly-owned subsidiary of New York Life Insurance Company. We are dedicated to providing you with investment advisory solutions to help you plan to achieve your future goals. Financial decisions are arguably among the most important decisions you will ever make.
I don't believe in a "one-size-fits-all" approach. Instead, I'll work with you to create a plan that's based on your individual needs and objectives. Let's talk: That's how it all begins-with a simple conversation. Let's get together at your convenience, maybe over coffee, and see if working together makes sense for us both.
Eagle Strategies LLC ("Eagle") is a Registered Investment Adviser and an indirect, wholly owned subsidiary of New York Life Insurance Company, and is a provider of holistic investment advisory services.
Our Financial Advisors leverage Eagle's sophisticated wealth management platform, comprised of many of today's leading investment managers, to design customized investment solutions to help address our clients' unique investment objectives and risk tolerance levels.
Our Financial Advisors leverage Eagle's sophisticated wealth management platform, comprised of many of today's leading investment managers, to design customized investment solutions to help address our clients' unique investment objectives and risk tolerance levels.
Helping you keep up the good work. Managing expenses, empowering employees, keeping it all going and still having time for all other important things - running your own business takes more than hard work. It takes insight, planning, and the ability to call on the right resources every step of the way.
Reviews (1)
Julie B.
Oct 02, 2014
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Tom is a the kind of person you can trust with the important matters. He is knowledgeable and reliable and has helped us with our insurance needs for years. I'm grateful for his guidance and am no longer a cynic regarding insurance agents. He truly has our best interests at heart and on top of all that he is a really wonderful person.
