Taking into account each client’s needs, goals, and tolerance to risk, our agents work with their clients to help bring clarity to where they are going and how to get there. Some products and services are highlighted below.
Our Eagle Strategies financial advisors work with 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 the client’s risk tolerance and investment goals.
A well-engineered estate conservation plan can help minimize tax liability and ensure that loved ones are protected. We will work with you and your advisors to assess the impact of state and federal taxes on your estate and suggest strategies to help minimize those taxes while meeting your family’s needs. We do not provide tax advice. Please consult with your own advisors for tax advice.
Please seek tax advice from your own tax advisors.
There are numerous financial strategies and retirement income solutions 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. We can help you figure out what the right course of action is for your specific situation and objectives.
Charitable planning allows you to support the organizations and causes that matter to you, while often providing immediate income streams and reducing your tax burden. Numerous charitable giving strategies exist, and we can help you design and execute a charitable giving strategy plan that is in alignment with your personal and philanthropic goals.
Please seek tax advice from your own tax advisors.
Managing clients’ wealth requires a clear understanding of each client’s overall investment objectives. Through Eagle Strategies LLC, a wholly owned subsidiary of New York Life, our comprehensive investment advisory capabilities utilize an investment approach that looks beyond traditional asset allocation, while addressing important factors such as risk tolerance levels and investment time horizons.
Through Eagle Strategies LLC, a wholly owned subsidiary of New York Life Insurance Company, you can work with us to guide you in planning for tomorrow’s needs today while preserving your current cash flow. Based on your goals, financial situation, risk tolerance, and investment time horizon, together we can formulate an investment solution to help you achieve all of your short- and long-term wealth management needs. Eagle Strategies incorporates a wide range of thoroughly vetted third-party investment managers who bring specialized expertise in separately managed stock and bond portfolios, and mutual funds, while providing access to third-party wealth management programs. Every investment manager on the platform undergoes a rigorous due diligence process and is monitored closely to ensure they continue to meet our exacting standards. We are, and continue to be committed, to building enduring relationships that help you achieve your financial goals.
Our financial advisors with Eagle Strategies LLC provide personalized financial planning to their clients that is specific to their situation, including their income, financial situation and goals, 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 adjust the plan as needed.
When clients leave a job or retire, they have a decision to make regarding their 401(k) money. While leaving those assets in the former employer’s plan is an option, a rollover can be a consideration. Working with their tax advisor, our NYLIFE Securities Registered Representatives can help their clients determine the right course of action for them. This may include: leaving the funds in their existing plan, if permitted, or rolling them over into their new employer’s plan, if one is available and rollovers are permitted. Each choice offers advantages and disadvantages, depending on the client’s specific needs and retirement plan, such as the desired investment options and services, applicable fees, expenses, and withdrawal options, as well as required minimum distributions and tax treatment of applicable options.
*Offered by qualified financial advisors through Eagle Strategies LLC, a Registered Investment Adviser. Eagle Strategies is a New York Life company.
+Neither New York Life Insurance Company nor its agents offer tax, legal, or accounting advice.