Solutions for Executives
You didn’t get where you are today without setting goals and establishing smart habits. In order to succeed, you had to create a roadmap of what your vision for success looked like and how to get there. You’ve already done the hard work of building an amazing career—now it’s time to take a step back and envision what your financial roadmap looks like in conjunction with your professional success. While you’re focused on your career and your family, we’ll be here to take care of your financial details and make sure your efforts are maximized as efficiently as possible.
With substantial success often comes a more complicated financial picture. As you acquire more assets and your wealth increases, it’s even more important that you understand your portfolio and the risks you face in your business and personal life. We understand the challenges of your busy lifestyle, which is why we take the time to get to know you and review your entire financial picture—then, once we have an idea of your values, goals, assets, and opportunities, we’ll help you establish strong habits and outline objectives that make it simple to stay on track without overwhelming your time.
You don’t have to worry or wonder if you’re taking the right steps to protect your assets or prepare for your future, because we’ll monitor your portfolio regularly and review your progress with you. We’ll let you know when it’s wise to take a risk, take a step back, or consider a new strategy for growth. Whatever your vision of success looks like, we’re here to ensure your finances are protected and working on your behalf to create a secure and prosperous future.
Asset Protection
There are numerous financial strategies you can implement to protect what you own and accumulate wealth for the future. We offer specific strategies to help you protect your business and personal assets from liabilities, accumulate wealth to sustain your retirement, and safeguard asset transfer to your children and grandchildren. Whatever your goal, we’ll help you determine the right course of action to mitigate risk for your specific situation and objectives.
Estate Planning
An effective estate plan ensures that all your assets end up in the right hands, whether you’re establishing a trust for your loved ones or leaving a donation to your favorite charity. When planned properly, your estate plan should also minimize tax liability and ensure your loved ones are protected for the future. We’ll collaborate with your other advisors to ensure each aspect of your plan works cohesively to meet the needs of you and your family. We’ll suggest strategies that efficiently distribute your wealth so you and your family are prepared for generations of success.
Charitable Planning
Your wealth has the power to impact lives, and charitable planning allows you to create a brighter tomorrow for others as you prepare for your own future. We help you leverage your financial strategies in a way that maximizes impact for the causes you care about and supports your personal financial goals. We’ll develop strategies that allow you to leverage opportunities to give back, reduce your tax burden, and provide additional income streams for your future. Giving back is a great way to enrich your life as well as others—let us help you prepare for those opportunities in the most effective way possible.
Disability and Extended Care Needs
Preparing for a sound financial future isn’t just about saving money—it’s about protecting your income and preparing for unexpected events that could impact your financial security. A comprehensive financial strategy takes into account ways to maximize your wealth as well as potential circumstances that could affect your future cashflow. We offer solutions for disability insurance and extended care that help you manage unexpected expenses and ensure you’re prepared for any future. We’ll help you identify your risk factors and establish safeguards to protect your assets so you can continue on the path to a confident future.
401(k) and IRA Rollovers
Your 401(k) might feel like a distant aspect of your hiring paperwork until it comes time to retire or change your career path. These accounts can be incredibly useful assets for your retirement, and it’s important to optimize your opportunities from these plans, whether you’re changing jobs or planning to exit the workforce soon. We’ll work with your tax advisor to help you determine the best course of action for your existing 401(k) or IRA that aligns with your retirement goals. When you leave a job or retire, you have a decision to make regarding your 401(k) money. Depending on what your plan allows, you might be able to leave those assets in your former employer's account or transfer the money to a different fund. If the plan allows for transfers, you could put the money into your IRA or transfer it to your new employer, if your new employer offers a 401(k) plan that qualifies for rollovers. Each choice offers advantages and disadvantages, depending on your specific needs and goals. We’ll help you determine a decision based on each account’s investment options and services, applicable fees, expenses, and withdrawal options. We’ll also help you consider each account’s minimum distribution options and tax requirements and how that affects your objectives. Whatever your plan allows, we’ll help you take advantage of the best choice for your future goals.
Retirement Planning
If you intend to retire (and most people do), the best time to start planning is now. Our team will help you discover what a satisfying retirement looks like to you—whether you want to manage your business as long as possible or you plan to cash in a pension at 55. We’ll help you determine what you need to retire comfortably and how that affects your current planning objectives. We’ll review your risk, assets, and current planning status, then recommend tools to maximize your earnings now and protect your wealth in the future. Whatever a fulfilling future looks like to you—we’re here to help you prepare for it.
Education Planning
Preparing for your child’s education might be the last thing you want to think about—especially if your kids are still young and you’re paying off your own student loan debt. But by starting early, we can help you make funding their education a manageable goal. Our team of professionals will help you simplify the process and consider factors like tuition inflation, taxes, and risks to develop a strategy that balances your current budget, maximizes your resources, and prepares the best future for you and your children.
Debt Management
Managing debt can be an overwhelming process. Whether you need guidance for paying off student loans or organizing your finances to get on track for your saving goals, our team is here to help you develop an actionable strategy and make managing your debt a reality. We’ll help you establish realistic objectives to pay off your debt and achieve benchmarks that guide you toward your overall goals. We’re here to help you lift the burden of debt so you can move forward with your financial future and get back to living your life.
Wealth Management
Through Eagle Strategies LLC, a wholly owned subsidiary of New York Life Insurance Company, we work with our clients to design and implement a variety of wealth accumulation and management plans, offering investment programs ranging from separately managed portfolios of stocks and bonds to mutual funds, and access to third-party wealth management programs. We offer a consistent process to help ensure management of investment assets according to your goals, risk tolerance and time horizon. We then monitor your plan on a continual basis, and adjust and evolve as your needs change.
Financial Planning
Through Eagle Strategies LLC, we provide personalized financial planning to our clients that is specific to several variables, including their income, risk tolerance, values, and family. We work with each client to identify and prioritize their goals, explore options, establish effective strategies, construct and execute a plan, and assess the performance of the plan and make adjustments as needed.
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