Taking into account your needs, goals and tolerance to risk, our agents can work with you to help bring clarity to where you’re going and how to get there. Some products and services are highlighted below.

Wealth Management* and Retirement Planning
Estate Planning
Asset Protection
Charitable Planning
Investment Management*
Financial Planning*
Disability and Extended Care Needs
Disability Insurance
401(k) and IRA Rollovers

*Offered by qualified financial advisers through Eagle Strategies LLC, a Registered Investment Adviser.
+Neither New York Life Insurance Company nor its agents offer tax, legal or accounting advice.