Personal Services

Asset Protection

There are numerous financial and retirement strategies that can help clients accumulate assets for the future, help shield a business and personal assets from liabilities, and safeguard asset transfer to children and grandchildren. Our agents can help clients figure out what the right course of action is for their specific situation and objectives.

Charitable Planning

Charitable planning allows clients to support the organizations and causes that matter to them, while often providing immediate income streams and reducing their tax burden. Numerous charitable giving strategies exist, and our agents can help their clients design and execute a charitable giving strategy that is in alignment with their personal and philanthropic goals.

Please seek tax advice from your own tax advisors.

Investment Management

Managing clients’ wealth requires a clear understanding of each client’s overall investment objectives. Through Eagle Strategies LLC, a wholly owned subsidiary of New York Life, our comprehensive investment advisory capabilities utilize an investment approach that looks beyond traditional asset allocation, while addressing important factors such as risk tolerance levels and investment time horizons.

Financial Planning^*

Our financial advisors with Eagle Strategies LLC provide personalized financial planning to their clients that is specific to their situation, including their income, financial situation and goals, risk tolerance, values, and family. They 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 adjust the plan as needed.

401(k) and IRA Rollovers⁺

When clients leave a job or retire, they have a decision to make regarding their 401(k) money. While leaving those assets in the former employer’s plan is an option, a rollover can be a consideration. Working with their tax advisor, our NYLIFE Securities Registered Representatives can help their clients determine the right course of action for them. This may include: leaving the funds in their existing plan, if permitted, or rolling them over into their new employer’s plan, if one is available and rollovers are permitted. Each choice offers advantages and disadvantages, depending on the client’s specific needs and retirement plan, such as the desired investment options and services, applicable fees, expenses, and withdrawal options, as well as required minimum distributions and tax treatment of applicable options.