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

Capital Gains Taxes

Estimate short-term and long-term federal capital gains taxes

Taxable Equivalent Yield

Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.

Savings Goals

How much do you need to save each year to meet your long-term financial goals?

Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

More Calculators →

Newsletters

Help Chart the Future of Your Family Business

The transition from one generation to the next is considered to be one of the biggest risks to the survival of a family-owned business. A thoughtful succession strategy not only outlines when and how ownership should be transferred but also takes tax implications, family relationships, and other sensitive issues into account.

Help an Inheritance Help You

When Americans were asked what they would do with a large inheritance, 48% said they would save it; only 8% said they would spend it on things they've always wanted. Could the Great Recession be changing attitudes about money? There are some options to consider for those who expect to receive, or have already received, an inheritance.

Finding a Good Time to Invest

When a prominent stock market index closes above an important threshold, many investors who have been sitting on the sidelines may see it as good time to invest, but they may have missed a significant part of the rally. Waiting for the "right" moment to invest could prove to be a costly and ineffective strategy.

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.

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