New York Life is dedicated to serving professional
advisors
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Expertise
We are Financial Firm offering fee-based
Financial Planning and Wealth Management through
Eagle Strategies LLC, based in Dallas, TX,
serving clients all over the United States. With
our combined 60+ years of experience in the
Financial Sector, we bring security and innovation
to our clients.
Formulating investment solutions to meet your
goals with a focus on asset allocation and
diversification, while adapting to changing
market conditions.
Financial Planning
Using a proven process to obtain a comprehensive
view of your complete financial picture and
craft synergistic solutions to achieve your
goals.
Estate Planning
Analyzing your goals and objectives to establish
a carefully constructed estate plan to pass on
your wealth according to your wishes.
Risk Management
Protecting what you own and who you love by
mitigating risk to its appropriate place.
Asset Protection
Adopting strategies to protect your assets from
taxation, seizure, and other losses.
Charitable Giving
Helping you address your philanthropic goals in
the most beneficial and efficient manner using
Donor Advised Funds and other strategies.
Life Insurance Planning
Evaluating your circumstances to pair you with
the RIGHT amount and RIGHT type of life
insurance, with the RIGHT company.
Business Solutions
Providing business owners with Succession
Planning, Key Person Insurance, Funding for
Buy/Sell Agreements, and Funding of Deferred
Compensation Plans.
401k | SEP SIMPLE | IRA
Providing guidance and advice on establishing
and/or consolidating 401ks and IRAs for
individuals and business owners.