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

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

Life Insurance

How much life insurance would you need to produce a sufficient income stream for your family?

Savings Accumulation

Estimate the future value of your current savings.

Disability Income Insurance

How much Disability Income Insurance do you need?

More Calculators →

Newsletters

Understanding the Appeal of Mutual Funds for High-Income Households

Mutual fund ownership increases directly with household income. In fact, 81% of households with incomes of $200,000 or more own mutual funds. What is it about mutual funds that attracts affluent investors?

Fixed for Life

More than 40% of Americans ages 36 and older are at risk of running out of money in retirement, according to a retirement readiness study. In fact, almost one-third of people with upper-middle incomes and 13% with high incomes may not be able to pay for basic retirement expenses and uninsured health-care costs after two decades in retirement.

New Opportunity Under the Federal Gift Tax

The 2010 Tax Relief Act raised the lifetime gift-tax exclusion to $5 million. This means it could be a good time to make the most of tax-free gift transfers. If so, it's important to understand the annual and lifetime gift exemption limits, as well as which gifts might not be subject to them.

How Interest Rates Can Influence Financial Decisions

The Federal Reserve has relied on its control of short-term interest rates to influence economic activity. Adjusting interest rates might seem to be an overly simple solution for steering the world's most powerful economy, but few mechanisms can influence behavior more effectively than interest rates.

More Newsletters →