Products and Services

Products

Investments^#

We offer products and services to help you develop a sound, long-term investment strategy. You can choose from over 2,500 mutual funds; self-directed, tax-deferred individual retirement accounts (IRAs); and 529 college savings plans. We also offer products to fund employer-sponsored retirement 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 individual and group health insurance products. If we don’t offer it, chances are we can still assist you.³

To learn more about our products and services, feel free to give us a call or request a free consultation. We’ll be happy to answer all your questions and make recommendations based on your specific situation.

*Accessing cash value will reduce the available cash surrender value and death benefit of the policy.

¹Guarantees are backed by the claims paying ability of the issuer.

²Early withdrawals may incur charges. In addition to paying income taxes that may be due, distributions from annuities before 59 ½ may also be subject to a 10% federal tax penalty.

^#Securities products and services are offered by properly licensed registered representatives through NYLIFE Securities LLC (MemberFINRA/SIPC), a Licensed Insurance Agency and a New York Life Company.

³Products available through one or more carriers not affiliated with New York Life, dependent on carrier authorization and product availability in your state or locality.

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.

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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

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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.

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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.

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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.

Contact
Lisa Youk

Empower Wealth Strategies & Insurance Solutions
4365 Executive Drive, Suite 800
San Diego, CA 92121