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 expertise in law, accounting, and insurance — 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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  • Social Security 101

    An overview of basic Social Security rules and options that are often misunderstood, whether workers are looking forward to claiming benefits in 1 or 30 years.

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