Step 1:
Everyone is different, so it's important to learn as much about you as possible. What are your goals? Where would you like to be in 10 to 20 years? What financial resources do you already have in place? The more we know about you, the more insightful our recommendations and advice will be.
Step 2:
Together we'll prioritize your goals and turn them into clear, measurable objectives. That way you can see how even the biggest challenges—like paying off your mortgage, retiring early, or selling the business—can be accomplished.
Step 3:
Next, depending on our relationship,* We'll identify and offer appropriate insurance and financial solutions to help you meet your goals and needs. We can even consult with your tax and legal advisors to make sure our efforts fit in with your overall plans..
Step 4:
Ongoing service as your needs and situation change over time. We'll work with you over the years to help keep your program on track with your changing needs.
Complete Confidentiality
JWS to have a Thorough Understanding of Their Situation
A Customized Solution Designed to Meet Their Needs
To be Educated in Terms They can Comprehend
To be Satisfied with Our Services
Relationship Model vs. Transaction Model*
* As a financial advisor 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 for both.