Jeanneret Financial Strategies
Daniel C Jeanneret,
Financial Advisor
Eagle Strategies LLC
(813) 936-6183
Daniel C. Jeanneret, Principal
As with most other things in life, the key to achieving your long-term financial objectives is a strategy. Your goal may be to fund your children's college education, protect your family during your working years, or guarantee* 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.
Strategizing your financial future can be intimidating. Luckily you don't have to do it alone. As a Financial Adviser* through Eagle Strategies, LLC, and as a third-generation Agent with New York Life Insurance Company, I can identify your financial needs and determine which insurance and financial products will best meet your objectives. Contact me for additional information, or to schedule a meeting.
*All guarantees are backed by the claims-paying ability of the issuer.
Candace Jeanneret
My wife, Candace, partners with me to provide premiere service to our clients and shares my passion to help individuals and families prepare for a secure future. We are proud parents of two adult children, who are now pursuing careers of their own. With 35+ years professional business experience coupled with a background in fitness and nutrition, Candace understands the impact health can have and the importance of planning ahead. Together, Candace and I look forward to addressing your financial solution and service needs.
Calculators
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Articles
Having control over your day-to-day finances
Money is personal, and emotional, but it doesn’t have to be scary. Understanding how your day-to-day finances and your emotions are connected can help you take more control of your financial situation.
Easy steps for starting a "surprise" fund
Surprises happen, and they can get very expensive. Whether you have a "surprise fund" already or not, these easy steps can help you feel secure and prepared for any future surprise expenses.
Budgeting for a non-budgeter
Budgeting doesn’t have to be a scary word. Take the fear out of budgeting with these simple tips, tricks, and ideas to help even a beginning budgeter get started.
Should you combine your finances after getting married
Whether or not to tie your finances together after you’ve tied the knot is a big question for all newly married couples. Here’s what you need to consider before making the decision.
5 things to do after divorce to help build financial freedom
Divorce is a reality that half of married couples will face in their lifetime—it’s an emotionally challenging time for most, but bringing a thoughtful approach to your finances throughout the process can ensure that you come out on the other side prepared for your new life.