As a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser, I can provide you with a plan to help you achieve your financial goals.
As with most other things in life, the key to achieving your long-term financial objectives is planning. Your goal may be to fund your children?s college education, protect your family during your working years, or protect your own retirement security. These things won?t happen by accident. It?s important to determine what you?d like to achieve financially and then map out a strategy that will help you meet those goals. The good news is that it?s never too late to start.
Of course, planning your financial future can be intimidating. Luckily, you don't have to do it alone. As an Investment Adviser Representative (IAR) with Eagle Strategies LLC, an agent with New York Life Insurance Company, a Chartered Life Underwriter (CLU) & Chartered Financial Consultant (ChFC), and a Registered Representative of NYLIFE Securities LLC, 2350 Airport Freeway, #640, Bedford, TX, 76022, 817-355-2525. I am a trained professional who can help you identify your financial needs and then determine which insurance and financial products can best help you meet your objectives.
|Firm Start Year:||1996|
|Name of Broker/Dealer:||NYLife Securities|
|States Licensed in:||AL, AK, AR, AZ, CA, CO, ID, KS, MD, MI, MO, TX, UT, WA|
|Number of Years with Current Firm:||16|
|I work with the following types of clients:||Businesses , Individual Investors , Non-Profit Organizations|
|Investment Types:||Mutual Funds , Annuities , Insurance|
|I can meet clients in the following ways:||Via phone , At my office , At your home , At your office|
|Qualifications & Memberships|
|Insurance and Annuity Licenses:||Disability , HMO , Variable Annuity , Annuity , Health , Life , Variable Life , Long Term Care|
|Financial Organization Memberships:||National Association of Insurance and Financial Advisors (NAIFA) , Million Dollar Roundtable|
|Investment Advisor Representative:||Yes|
|Compliance Disclosures in Last 5 years:||I have a clean record|
|Criminal Disclosures in Last 5 years:||I have a clean record|
|Compensation & Fees|
|Fee Structure:||I am a commission only financial professional|
|Minimum Portfolio Size for New Managed Accounts:||50000|
My purpose as a Financial Adviser is to advise and assist you in reaching your financial goals, and to help you develop strategies to provide for your financial security, your children's education and your peace of mind during retirement.
Financial Advice & Consulting
Securing your legacy and retirement assets is primary my focus
Financial Planning for Individuals
Comprehensive planning with a primary focus on retirement planning. Helping make your money last as long as you do is important to my dealing with individuals.
Financial Planning for Businesses
Small business succession planning, or, how you efficiently pass your business to your successor can be time consuming and inequitable, especially to family members. I can help.