Services

When developing a customized financial program, I will walk you through a step-by-step process that is designed to make you feel confident in your decisions.

Once your goals have been established, appropriate strategies are customized to suit your vision and objectives. I can help you execute a sound financial program utilizing the following products and services:

• Tax-reduction strategies
• Investment management, including stocks and mutual funds
• Retirement planning
• Estate planning and preservation
• Asset protection through insurance and annuity products

My commitment to you is providing ongoing service as your needs and situation change over time. I'll work with you over the years to help keep your program on track with your changing needs.

*As a Financial Adviser with Eagle Strategies LLC, I can offer fee-based investment advisory services, while as an agent with New York Life Insurance Company and Registered Representative with NYLIFE Securities LLC, I can offer commission-based product sales. Clients can choose to do business with me for the advisory services only, or to implement product sales, or both.

Neither New York Life Insurance Company, Eagle Strategies LLC, nor any of their affiliates or representatives provides tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions.