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Harris Kagan, Financial Adviser

Financial decisions are arguably among the most important decisions you will ever make.

Our business is personal. It is about you and your family, your goals, and your business.

That is why you will often find yourself doing most of the talking when you meet with us. We must first understand your goals and concerns in order to help find the best possible solutions for your specific needs. This guidance is one of the most important and valuable services we offer, and it is how we earn and maintain your trust year in and year out.

In my capacity as an Investment Adviser Representative of Eagle Strategies, LLC. (a wholIy-owned subsidiary of New York Life Insurance Company) I offer a fee-based approach to financial planning that starts with a behavioral self-assessment of your Return on Life.

We invite you to tell us about your goals and aspirations, so we can create a road map for you to create your own future.

We are dedicated to providing you with wealth management solutions to help you plan to achieve your future goals. We offer a variety of products that can help you meet a number of insurance and financial needs, including, but not limited to: college funding, retirement planning, managing costs for extended periods of care and lifetime income strategies.

Please contact me to help you fully analyze your needs and recommend appropriate solutions.

Categories: Finance/Banking, Finance and Banking
Topics: calculators, fee-based financial planning, financial adviser, financial advisor, goals based financial planning, harris kagan, long term care, longevity, retirement income, retirement planning, return on life, wealth management

Semrush Rank: 34,022,902

eagleadviser.com Reviews

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