Financial Planning
Every Successful Journey Starts With A Roadmap
You have dreams - for yourself, your family, and maybe a business. Bringing those dreams to life, however, requires a thoughtful and carefully crafted financial plan. A plan specific to your unique goals, circumstances, individual preferences, and appetite for investment risk.
Fee-based financial planning offered through Eagle Strategies LLC, A Registered Investment Advisor and a New York Life company.
Investments
We offer products and services to help you develop a sound, long-term investment strategy. You can choose from over 2,500 mutual funds; self-directed, tax-deferred individual retirement accounts (IRAs); and 529 college savings plans. We also offer products to fund employer-sponsored retirement plans for companies of all sizes, ranging from SIMPLE IRAs to full-service defined-contribution and defined-benefit plans.
Securities offered through NYLIFE Securities LLC Member FINRA/SIPC a Licensed Insurance Agency and a New York Life company.
Life Insurance
A life insurance policy is an effective way to protect your family's lifestyle and future, and we offer several different types of life insurance that can be tailored to your unique needs. Some provide temporary protection for shorter-term needs, while others are best for long-term or permanent protection. Permanent life insurance policies can even provide a cash value that may grow tax-deferred over time. Your cash value can be accessed to help supplement your retirement income when your protection needs decrease later in life, or for any other major life event need, such as paying for a child's college expenses.* Explore the versatility of life insurance and what it can do for you and your loved ones.
Long-term Care Insurance
Going through life may require a little help along the way. So if you're planning ahead, long-term care insurance may help protect your or a family member's future and help preserve the assets you've worked so hard to build.
Individual Disability Insurance
Your ability to earn an income is probably your most valuable asset. A foundation of any sound financial strategy is having protection of a portion of the income that might be lost if an injury or sickness prevented you from working.
Income Annuities
If you're preparing for retirement and are concerned about a stable source of income in retirement, consider one of our guaranteed income annuity products.1 You can select an immediate annuity which starts paying income right away (usually within 12 months), or a deferred income annuity which allows you to put money away now for lifetime income payments that start when you need them in the future.2 Either way, you can rest easy knowing you'll always have a steady income stream when you need it most.