Investment Advisory Services

What do you include when asked to determine the value of your total economic wealth? If you are like most savvy investors, you probably turn to a balance sheet of financial assets such as stocks, bonds, mutual funds, real estate holdings, and retirement savings accounts to calculate your financial net worth. This traditional definition of wealth, however, is incomplete. It overlooks what may be your largest asset – your "human capital".

Human capital is the value of all your expected future income, including your pension income and Social Security benefits. Our solution evaluates your current income, your savings rate, and your work or retirement situation to determine how large an asset human capital is for you and its effect on your overall asset allocation.

Your human capital should drive insurance selection and asset allocation decisions in pre-retirement and retirement. In pre-retirement, incorporate insurance into your asset allocation1 to help mitigate risk and enhance the economic value of your portfolio. In retirement, use guaranteed lifetime income2 to hedge against the risk of outliving your retirement savings.

Eagle Strategies' Investment Advisory Services

Eagle Strategies LLC, is a Registered Investment Adviser and an indirect, wholly owned subsidiary of New York Life, and is a provider of holistic investment advisory and financial planning services. Our financial advisors leverage Eagle’s sophisticated wealth management platform, comprised of many of today’s leading investment managers, to design customized investment solutions to help address our clients’ unique investment objectives and risk tolerance levels.  The breadth and investment knowledge of our Financial Advisors, coupled with Eagle’s diverse team of investment experts, allows them to provide the continuous financial guidance needed to help clients achieve long-term financial success.

Managing your wealth requires a clear understanding of your overall investment objectives. Eagle's comprehensive investment advisory capabilities utilize a disciplined investment approach that looks beyond traditional asset allocation, while addressing important factors such as risk tolerance levels and investment time horizons, to provide a clearer picture of our clients’ overall wealth.

Several Experts Under One Comprehensive SolutionEagle Strategies' Investment Advisory Services marks a unique advance in wealth management by bringing together an innovative approach to insurance product selection and rigorous investment management from several third party money managers to create an integrated investment and insurance strategy to help meet your financial goals. For a free Investment Advisory consultation please contact me today!



1Asset Allocation does not ensure a profit or protect against a loss but is intended to help manage your goals and risk tolerance.
2Refers to fixed annuity products. Guarantees are backed by the claims-paying ability of the issuer.

Calculators

Newsletters

Subscribe to our Newsletter