Solutions for Individuals

Wealth Management^* and Retirement Planning

Our financial advisors work with our clients to design and implement a variety of accumulation and retirement income plans, 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 and expected returns investment goals.

Estate Planning

A well-engineered estate conservation plan can minimize tax⁺ liability and ensure that loved ones are protected. Our agents will work with you and your other third-party professional advisors 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 strategies and retirement income plans 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 providing immediate income streams and reducing your tax burden. Numerous charitable giving strategies exist, and our agents can help you design and execute a charitable giving plan 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 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

When you leave a job or retire, you have a decision to make regarding your 401(k) money. While leaving those assets in the former employer’s plan is an option, a rollover should be a strong consideration. Our agents can help you determine the right course of action for you.

When considering rolling over the proceeds of your employer sponsored retirement plan to an IRA, you have the option, among others, of leaving the funds in your existing plan, if permitted, or rolling them into your new employer's plan, if one is available and rollovers are permitted. Each choice offers advantages and disadvantages, depending on the desired investment options and services, fees and expenses, withdrawal options, required minimum distributions, tax treatment, and your unique financial needs and retirement plans.