Advanced Planning

As an Eagle Strategies Financial Adviser, I have access to the Advanced Planning Group - a premier planning team of New York Life Insurance Company with experience in law, accounting, insurance and business planning — who can assist you with your business and estate planning needs.

To learn more about these services, please click here to visit the Advanced Planning Group’s website.

Neither New York Life nor Eagle Strategies or any of their representatives provides legal or tax advice.

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Newsletters

  • Stretch IRA Alternatives

    The 2019 SECURE Act effectively eliminated the stretch IRA. Explore three alternatives to help preserve wealth and pass it to beneficiaries.

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