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.
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.
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