Products

Financial Planning*: A comprehensive financial analysis of your assets, liabilities, cash flow, and investments can help identify a clear path to a prosperous future. We believe an integrated and holistic approach to wealth management can ensure an optimal level of asset accumulation incorporating retirement and tax1 and estate planning. We have access to tools to help assess all of your needs and provide the best possible solutions for the most desirable outcome.

Lifetime Wealth PortfoliosSM*: A managed account solution that provides you with all the benefits of a comprehensive investment management service, including objective and independent research, strategic asset allocation, access to an extensive universe of mutual funds, and quality insurance coverage - all tailored to your needs in a simplified approach focused on maximizing value over your entire lifetime. Learn more here.

Investment Advisory*: Eagle Strategies offers access to portfolios that are designed for your individual objectives and continuously monitored to keep pace with your changing needs. You can choose a portfolio that's carefully designed and managed by one of Eagle's select investment managers, or with the help of your Financial Adviser, create your own personalized portfolio that may include the following:

Fund Advisory Program: You and your Financial Adviser can choose from a range of independent investment managers that will construct a portfolio of mutual funds and/or exchange traded funds (ETFs)2 is most appropriate for your investment goals. These investment managers have multiple asset allocation models that are designed to help meet various investment objectives and strategies. A program of this type can free you from day-to-day monitoring of your portfolio. Your Financial Adviser can help you understand each investment manager's offerings and narrow down the best possible one for you.

Seperately Managed Accounts Program: The Seperately Managed Accounts program offers investors access to professional portfolio managers that invest in a customized portfolio of individual securities with a targeted investment objective. These portfolios can be managed around certain investment restrictions and tax implications.

Rep Directed Programs: You and your Financial Adviser can set your asset allocation and build a customized portfolio of securities aligned with your investment objectives. Your Financial Adviser will actively monitor your portfolio and recommend changes when appropriate.

Regardless of which investment advisory program is best for you, we believe that the foundation for successful investing is a diversified asset allocation strategy. Ask us how incorporating life insurance in the fixed income allocation of your investment portfolio may provide greater financial security.

Human Capital*: Eagle Strategies' investment advisory approach goes beyond traditional asset allocation. We believe that assessing your future earnings capacity, or human capital, and integrating it with your current financial portfolio provides a clearer picture of your overall wealth.

Wealth Preservation and Risk Management*: We understand that it's important to preserve the wealth that you have created and accumulated. We will work with you to help ensure that you hve the right capital preservation strategy in place. We can help mitigate the impact of unforseen events with guaranteed income products3, life insurance, and estate planning services.

Life Insurance: Life insurance is an effective way to help protect your family's lifestyle and future. Plus the cash value in a whole life insurance policy can be accessed via policy loans and withdrawals4 can be used to help you supplement your retirement income. This cash value can also be accessed and used for other major life events and can play an important part in estate, business succession, or charitable giving plans.

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.

Retirement Income: Preparing for retirement is easier with the help of our guaranteed lifetime income annuity products3,5. You can select an immediate annuity5 that pays income right away, or a tax-deferred fixed annuity5 that allows you to set aside money until you need it. Either way, you will be assured a steady, dependable source of income for life.

Investments6 - We offer comprehensive products and services to help you develop a sound, long-term investment strategy. You can choose from over 2,500 mutual funds, including self-directed, tax-deferred Individual Retirement Accounts (IRAs). We also offer products to fund plans for companies of all sizes, ranging from SIMPLE IRAs to full-service defined contribution and defined benefit plans.

Other Products: We have established relationships with other carriers, and can supply you with information on disability income insurance as well as individual and group health insurance products. If we don't offer it, chances are we can assist you.

To learn more about our products and services, please feel free to give me a call or request a free consultation. I'll be happy to answer all your questions.

*All investment advisory services are offered by Financial Advisors through Eagle Strategies LLC, A Registered Investment Advisor.

1Neither New York Life Insurance Company, nor its agents or affiliates, nor Mosley Financial Group or its staff provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.

2All investments involve risk including the potential loss of principal. Investing in an ETF will give the portfolio exposure to the securities comprising the index on which the ETF is based and will expose the portfolio to risks similar to those investing in those securities. ETFs are subject to market price risk. Shares of ETFs are traded on an exchange and will trade at market price, which may be above or below its net asset value (NAV). There is also a liquidity risk in that the trading of an ETF may be halted due to such things as market conditions. The investor will pay brokerage commissions in connection with the purchase of shares of ETFs.

3All guarantees are backed by the claims paying ability of the issuer.

4Policy loans will accrue interest. Any outstanding loans plus interest will reduce the cash value and death benefit of the policy.

5New York Life Annuities are issued by New York Life Insurance Company and New York Life Insurance and Annuity Corporation.

6Securities offered through NYLIFE Securities LLC, (member FINRA/SIPC), A Licensed Insurance Agency.

Calculators

Newsletters

Subscribe to our Newsletter

Market Watch

Last Closing Prices

Latest Available Stock Quotes
Ticker Name Percent Difference (when noted with %) otherwise Last Price Difference (where applicable)
NYSE Composite 13,088.61 +0.63%

Market data delayed per exchange rules.
All quotes are in US Eastern Time (EST).
Market data provided by ICE Data Services. ICE Limitations. Powered and implemented by FactSet. Legal Statement.