Financial Suite

We go beyond mere investment planning to create a tailored financial blueprint which integrates your values and goals in life to your money.  We do this by incorporating areas of cash flow, taxation, investments, risk management, legacy planning, and retirement planning. Through our knowledge, experience, and vast strategic resources, we provide expert guidance and innovative solutions to put you on the right track to reaching your unique goals in life. 

 

 


ASSET PROTECTION

There are numerous financial strategies and retirement income plans that can help you accumulate assets for the future, shield your business and personal assets from liabilities, and safeguard asset transfer to children and grandchildren. We can help you figure out what the right course of action is for your specific situation and objectives.
 

 

INSURANCE

Life Insurance Solutions: Life insurance is an effective way to help protect your family's lifestyle and future. Life Insurance protection can provide both living benefits and a death benefit to your loved ones. Our full array of solutions include:

  • Whole Life Lifetime Value
  • Term Life | Economical Coverage
  • Variable1Market Exposure
  • Universal | Flexible Premiums

Long-Term Care Insurance: Going through life may require a little help along the way. So if you're planning ahead, long-term care insurance may help protect you or a family member's future plans and help preserve the assets you've worked so hard to build.

  • Long Term Care Insurance | Traditional Coverage
  • Life + Long Term Care | Hybrid Solutions

Disability Insurance: Should something happen to you and you would be unable to work due to illness or injury, having Disability Insurance protection in place can step-in to provide income during this time.  

Other Solutions: We have established relationships with highly rated carriers and can supply you with information on individual health and group benefits as well. To learn more about our products and services, please feel free to give me a call or request a free consultation. We will be happy to answer all of your questions.

 


WEALTH ACCUMULATION
& RETIREMENT


 

INVESTMENTS

Annuities:  We offer annuities for the accumulation stage of retirement, as well as future or immediate lifetime income annuities that can help you turn savings into an income stream that will last a lifetime.

  • Deferred Annuities | Wealth Accumulation & Protection
    • Fixed |  Guaranteed2 Rates
    • Variable1  |  Market Exposure
       
  • Income Annuities | Income Payments
    • Immediate  |  Guaranteed Rates2 + Potential for Dividends3
    • Future  |  Guaranteed Rates2 + Potential for Dividends3
    • Fixed Period

Investment Management: Managing your wealth requires a clear understanding of your overall investment objectives. Through Eagle Strategies, LLC, our 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.

Mutual Funds1: We are also partnered with award-winning fund families providing you with access to multi-boutique portfolio management for diversified investing to help you meet your long-term financial goals.

  • Non-Qualified Accounts | Individual, Joint & Trust Accounts
  • Qualified Accounts | Individual Retirement Accounts & Roth IRA
  • Employer-Sponsored Retirement Plans | 401(k), SEP IRA, Simple IRA, etc.

Qualified Plan Rollovers: When you leave a job or retire, you have a decision to make regarding your retirement plan. While leaving those assets in the former employer's plan is an option, a rollover can be a worthwhile consideration. Working with your tax advisor, we can help you determine the right course of action for you. 

 

PLANNING

Financial Planning: Qualified Eagle advisors 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 viable options, establish effective and optimal strategies, construct and execute a plan, assess the performance of the plan, and make adjustments as needed.

Estate Planning: A well-engineered estate conservation plan can minimize tax liability and ensure that your loved ones are protected. We will work with you and your other advisors to assess the impact of state and federal taxes on your estate and suggest strategies to help minimize those taxes while meeting your personal philosophies and family needs. 

Charitable Planning: Charitable planning allows you to support the organizations and causes that matter to you, while often providing immediate income streams and reducing your tax burden. Numerous charitable giving strategies exist, and we can help you design and execute a strategy in alignment with your personal and philanthropic goals. 

 


 

*#Investments involve risk, fees and expenses may be subject to current taxation. The factors when taken into consideration can alter calculated results.

*Neither Full Spectrum Financial Group  and its employees,  NYLIFE Securities LLC, Eagle Strategies LLC or any of their affiliates provides tax, legal, or accounting advice. Please consult your own tax, legal or accounting professional before making any decisions.
Offered through NYLIFE Securities LLC (member FINRA/SIPC), a Licensed Insurance Agency.
2Guarantees backed by the claims-paying ability of the issuer.

3Dividends are not guaranteed

 

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