Mass Mutual, New York Life

        Individual     -----     Business     -----     Across Generations  



 At  Eagle Financial & Insurance Solutions, we offer an objective approach to help you create a personal financial strategy. Working closely with you and your other advisers, we can develop a customized strategy or focus solely on one particular area of concern:  

 

     Business Transition / Exit Planning    

 

     Key Person Reward & Retention Strategies

 

     Wealth Preservation / Estate Planning

 

     Retirement Planning

 

     Tax Diversified Retirement Income Solutions

 

     Guaranteed Lifetime Income Planning

 

     Access to Portfolio Management

 

     Risk Management / Insurance Planning

 

     Personal Financial Planning

 

     Fee Based & Non Fee Based Planning Available

     Price Competitve Quotes on Life, Disability Income & Long Term Care Insurance

 

Please use my Web site as a resource, and do not hesitate to contact me
for additional information or to schedule a meeting.

Thank you for your interest.

 
As a Financial Adviser with MML Investors Services, Inc. , a Registered Investment Adviser, I can provide you with a customized strategy to help address your concerns and help you achieve your financial objectives.


 

 
Calculators

Credit Card Debt

How Long Will It Take to Pay my Balance?

Disability Income Insurance

How much Disability Income Insurance do you need?

Impact of Inflation

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

Car Affordability

How much can you afford to pay for a car?

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Newsletters

Balancing Stability and Growth

An investor who is 2 or 3 decades from retirement could decide to be more aggressive in pursuing investment growth than someone approaching retirement. Even though investors address this by transitioning to a more conservative asset allocation, they still need to seek growth while balancing the desire for principal preservation. This article offers some factors to consider.

Designating Retirement Plan Beneficiaries

IRAs and defined-contribution plans have become an important component of personal wealth for households. Designating account beneficiaries and keeping the designations current can be a complex — but important — process to perform on a regular basis as certain life events and tax situations can necessitate a change.

What Do Price/Earnings Ratios Really Have to Offer?

It's not hard to find the price/earnings ratios of publicly traded companies or even the market as a whole reported in the news. Unfortunately, it may be difficult to understand what the numbers mean without the ability to make meaningful comparisons.

Small Companies Face Costly Cybersecurity Threats

For many small businesses, the Internet is an important tool, but cybersecuity risks are growing. 40% of all targeted Internet attacks are now directed toward companies with fewer than 500 employees, and just over half of small businesses have a basic cybersecurity plan. This article provides tips to the small business owner about how to shore up their online defenses.

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