Individual Services

Taking into account your needs, goals and tolerance to risk, our agents can work with you to help bring clarity to where you’re going and how to get there. Some products and services are highlighted below.

Wealth Management* and Retirement Planning

Our Eagle Strategies financial advisors work with our clients to design and implement a variety of accumulation and retirement strategies, offering insurance products, investment programs ranging from separately managed portfolios of stocks and bonds to mutual funds, and access to third-party wealth management programs. Our financial advisors offer a consistent process to ensure management of investment assets according to your risk tolerances investment goals.

Estate Planning

A well-engineered estate conservation plan can help minimize tax+ liability and ensure that loved ones are protected. Our agents will work with you and your other third-party professionals to assess the impact of state and federal taxes on your estate and suggest strategies to help minimize those taxes while meeting your personal philosophies and family needs.

Asset Protection

There are numerous financial and retirement strategies that can help you accumulate assets for the future, shield your business and personal assets from liabilities, and safeguard asset transfer to children and grandchildren. Our agents can help you figure out what the right course of action is for your specific situation and objectives.

Charitable Planning

Charitable planning allows you to support the organizations and causes that matter to you, while often providing immediate income streams and potentially reducing your tax burden. Numerous charitable giving strategies exist, and our agents can help you design and execute a charitable giving strategy that is in alignment with your personal and philanthropic goals.

Investment Management*

Managing your wealth requires a clear understanding of your overall investment objectives. Through Eagle Strategies LLC, our comprehensive investment advisory capabilities utilize a disciplined investment approach that looks beyond traditional asset allocation, while addressing important factors such as risk tolerance levels and investment time horizons.

Financial Planning*

Our financial advisors with Eagle Strategies LLC provide personalized financial planning to our clients that is specific to several variables including their income, risk tolerance, values, and family. They work with each client to identify and prioritize their goals, explore options, establish effective strategies, construct and execute a plan, and assess the performance of the plan and make adjustments as needed.

Disability Insurance

To execute a sound retirement strategy, asset and income protection are a must. Designing a plan that encompasses disability insurance and other insurance products can create the necessary balance in a portfolio to help ensure stability and protection of assets.

Products available through one or more carriers not affiliated with New York Life Insurance Company, dependent on carrier authorization and product availability in your state or locality.

401(k) and IRA Rollovers

Before rolling over the proceeds of your retirement plan to an IRA or annuity, you should first consider whether you would benefit from other possible options such as leaving the funds in your current plan or transferring them into a new employer's plan. You should consult your employer's Human Resources Department to learn about important plan features and rules. You should also be sure to compare the fees and expenses of each plan and investment option to those of any other investments that you may be considering. You should review plan documents and the IRA agreement, as well as the prospectus for plan investment options and any other investments that you are considering. Your agent can help explain any new products that may be offered.*

You should also consider that you may be able to take taxable, but penalty-free withdrawals from an employer-sponsored retirement plan between the ages of 55 and 59.5 that you would not be able to take if they invest in an IRA or annuity. Additionality, you plan to work after reaching age 70.5, you may not be required to take minimum distributions from your current employer's retirement plan but would be required to do so for funds invested in an IRA or annuity.

*Neither New York Life nor its representatives or affiliates provide tax or legal advice. You should consult with a tax or legal advisor to discuss any questions or concerns that you have, such as the tax consequences of withdrawing funds or removing shares of an employer's stock from a retirement plan and whether money invested in a retirement plan receives greater protection from creditors and legal judgments in their states that money invested in an IRA or annuity.

*Offered by financial advisers through Eagle Strategies LLC, a Registered Investment Adviser.
+Neither New York Life Insurance Company nor its agents offer tax, legal or accounting advice.