Products and services
Products
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 to help you supplement your retirement income when your protection needs decrease.1 This cash value can also be accessed for other major life events and can play an important part in business succession or charitable giving plans.1
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 2 lifetime income annuity products. You can select an immediate annuity that pays income right away, or a tax-deferred fixed annuity that allows you to set aside money until you need it.4 Either way, you will be assured a steady, dependable source of income for life.
Investments3
We offer 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 us a call or request a free consultation. We’d be happy to answer all your questions.
- Policy loans will accrue interest daily. Any outstanding loans plus interest will reduce the available cash surrender value and death benefit of the policy. Any loan interest that you do not pay will be added to the policy's outstanding loan principal and will also accrue interest daily.
- Guarantees are backed by the claims-paying ability of the issuer.
- Securities products and services are offered through NYLIFE Securities LLC (Member FINRA/SIPC), a Licensed Insurance Agency.
- Early withdrawals may incur charges. In addition to paying income taxes that may be due, distributions from annuities before age 591/2 may also be subject to a 10% federal tax penalty.
Services
When developing a customized financial program, Lisa will walk you through a step-by-step process that is designed to make you feel confident in your decisions.
Once your goals have been established, appropriate strategies are customized to suit your vision and objectives. Lisa can help you execute a sound financial program utilizing the following products and services:
- Tax-reduction strategies
- Investment management, including stocks and mutual funds
- Retirement planning
- Estate planning and preservation
- Asset protection through insurance and annuity products
As a Financial Adviser with Eagle Strategies LLC, I can offer fee-based investment advisory services, while as an agent with New York Life Insurance Company and Registered Representative with NYLIFE Securities LLC, I can offer commission-based product sales. Clients can choose to do business with me for the advisory services only, or to implement product sales, or both.
Neither New York Life Insurance Company, Eagle Strategies LLC, nor any of their affiliates or representatives provides tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions.
Lisa’s commitment to you is providing ongoing service as your needs and situation change over time. She will work with you over the years to help keep your program on track with your changing needs.
Our approach
Lisa and her team believe the best financial solutions are built when an Advisor has a thorough understanding of their clients’ current financial picture and their short-term and long-term goals. Our Financial Planners are available to partner with our Advisors to provide specialized support and experience, which helps them assess their clients’ needs and identify appropriate solutions that put their clients on a path toward achieving their financial dreams and aspirations.
Of course, no plan can remain stagnant. Life will evolve or unexpected circumstances will arise that require adjustments to a financial plan. By utilizing the solutions and resources, Lisa can help her clients navigate those changes and evolve their financial plan to meet their new goals.
Who we work with
Business owners:
As business owners ourselves, we understand that your company, your life and your finances are all intertwined. We work side by side with you during each stage of your financial lifecycle to maximize your success while minimizing your tax burden and protecting your assets.
Professionals:
Did you start out in the corporate world and achieve financial success directly out of school? Or did your career begin under the burden of higher education related debt? Regardless of where you are in your financial journey, our team is here to help guide you through every challenge to achieve your financial goals. Want to purchase a home, start a college fund for your children or build a financial legacy for your family? Each person’s financial goals are unique. We will build a personalized financial plan with you tailored to your unique needs and goals.
Pre-retiree/ Retiree:
Each person’s retirement goals are different. Retire early? Travel? Write the great American novel? The possibilities are nearly endless. Likewise, each person is at a different stage of retirement planning. We’ll work for you to ensure you are positioned to achieve your retirement goals and reach the financial freedom you deserve.
