As a Financial Advisor with Eagle Strategies LLC, I sincerely believe that most people want to do what's right: right for themselves, right for their families, and right for their communities. In fact, that's one of the reasons I joined the company back in 1986. After 8 years serving on active duty as an Army officer, I wanted the opportunity to work somewhere that made it easy for other people to do what was right, and more importantly, made it easy for me do right by them.I have been in the industry and have worked exclusively for New York Life Insurance since 1986. While I am able to offer insurance products from other Companies, I find in most cases my clients want the security that comes from dealing with one of the most financially strong insurance companies in the world. My most important role is to understand my clients objectives and then to help educate them in the complete range of potential solutions, to include the cost of doing nothing. I see myself as a trusted partner, always putting my clients needs first, and doing my best to give them the information and knowledge so they can confidently make well informed decisions for their future financial success.Financial success is best defined as "Having money when it is needed". That means money immediately in a worst case scenario using insurance resources, and money in the future for goals such as purchasing a home, education, starting a business and funding a retirement. We use a "4 Bucket" financial model which helps us focus on 1) Insurance needs; 2) Savings needs; 3) Investing needs; and 4) Qualified Retirement Investing needs. Using a model helps to ensure we remain unbaised toward any particular solutions and we consider all options for the optimum solution. If you're wondering about my qualifications, you might find it reassuring to know that I am a Financial Adviser offering investment advisory services through Eagle Strategies LLC, a Registered Investment Adviser, and also a Registered Representative offering securities through NYLIFE Securities LLC, member FINRA/SIPC, A Licensed Insurance Agency, and insurance as am Agemt through New York Life Insurance Company. In addition to my 35+ years of experience, I have a Bachelor of Science degree from the United States Military Academy at West Point, and I have earned the Chartered Life Underwriter (CLU), the Chartered Financial Consultant (ChFC), the Chartered Leadership Fellow (CLF) and Masters of Science in Financial Services Management (MSM) from the American College in Bryn Mawr, PA.
Neither New York life Insurance Company nor its agents or affiliates provide tax, legal or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions.