Expertise : May Financial Solutions | Fort Worth, TX

Expertise

Eagle Strategies LLC, is a Registered Investment Adviser and an indirect, wholly owned subsidiary of New York Life Insurance Company, and is a provider of holistic investment advisory and financial planning services. Our financial advisors leverage Eagle’s sophisticated wealth management platform, comprised of many of today’s leading investment managers, to design customized investment solutions to help address their clients’ unique investment objectives and risk tolerance levels.  The breadth of investment knowledge of our Financial Advisors, coupled with the support of Eagle’s diverse team of investment experts, allows them to provide the continuous financial guidance needed to help clients achieve long-term financial success.

Investment Advisory

Managing your wealth requires a clear understanding of your overall investment objectives. Eagle's comprehensive investment advisory capabilities utilize a disciplined investment approach that looks beyond traditional asset allocation, while addressing important factors such as risk tolerance levels and investment time horizons, to provide a clearer picture of our clients’ overall wealth.

Financial Planning

A comprehensive financial analysis of assets, liabilities, cash flow, and investments helps us identify a clear path to our clients’ prosperous futures. We’ll craft a detailed financial plan that helps you have the right wealth accumulation and preservation strategy in place to achieve your long-term investment objectives. More importantly, we continuously monitor and adjust our clients’ financial plans to ensure that they remain aligned with their stated objectives.

Investment Advisory Services Offerings

Fund Advisory Program

This program combines the expertise of professional third party investment managers with the personalized service and guidance of the Financial Advisor. By analyzing your overall investment goals, risk tolerance levels, and liquidity needs, we’ll help you determine which investment portfolio allocation, consisting of an optimal blend of nonproprietary mutual funds and/or exchange-traded funds (ETFs) is most appropriate for your investment goals and specific situation.

Separately Managed Accounts

Separately Managed Accounts (“SMAs“) are a type of professionally managed investment accounts that invest in individual securities on a discretionary basis and provide clients with the flexibility of restricting the holdings of certain securities and tactically utilizing gains and losses for tax planning purposes. We will leverage Eagle’s robust offering of nonproprietary SMA strategies available through third-party money managers to either custom design a holistic investment portfolio or utilize individual strategies to address your specific allocation needs.

Rep Directed Program

This is an investment advisory program through which we will construct a customized portfolio of individual mutual funds, exchange traded funds (ETFs), and in some cases, individual securities, using the strategic asset allocation framework developed by Eagle Strategies and a leading institutional asset manager, or simply by us for you to review and approve.  We’ll seek to utilize an optimal blend of asset classes that helps maximize long-term returns, manage overall portfolio volatility and pursue investment objectives while remaining aligned with your risk profile.

All investment advisory services are offered through Eagle Strategies LLC, a registered investment adviser. All investments involve risk, including the potential loss of principal. 

Business Solutions

Whether you’re a longtime business owner or an aspiring entrepreneur, we offer a wide array of services to help address your financial needs at every stage of the business life cycle. Taking into account your personal values and financial goals, we’ll create and execute a customized strategy to meet your objectives. Running a business is hard work: let us relieve some of the burden by providing services to keep everything running smoothly for you, your employees and your customers.

Retirement plans

We will work with you and your plan fiduciaries to find the right retirement plan for your needs and budget, and help you find the best way to fund these qualified and non-qualified plans. Some of the options available to you are profit sharing, 401(k), defined contribution, and defined benefit plans.

Executive benefits

The success of most businesses depends on the talent, passion and work ethic of key executives. Executive benefit packages can help you attract, motivate and retain high-caliber employees, keeping your company healthy and stable. We can help you with funding non-qualified plans, supplemental employee retirement plans, split dollar plans and more.

Succession planning

Succession planning allows owners to retire from their business within their own time frame, while preparing for the company to be transferred to family members, key employees, an outside party or even a charity. This must be done in a way that achieves personal financial security, maintains harmony and achieves maximum value for the business. We can provide financial strategies to ensure a smooth transition for everyone.

Key person insurance

Key person life insurance offers a death benefit that helps indemnify an employer for the loss of one of its most important assets—the key person. This can help assure continuity of the business for employees, customers and creditors, while protecting against losses in sales, momentum and credit. It can also be used to assist with recruiting and developing a replacement for the employee.

Funding buy-sell agreements

A buy-sell agreement is a legally binding agreement between co-owners of a business that governs the situation if a co-owner dies or leaves the business, whether by force or by choice. A funded cross-purchase buy-sell plan utilizes life insurance to help ensure that the arrangement is properly funded so that there will be money if the event occurs.

Funding deferred compensation

Deferred compensation is a written agreement between an employer and an employee in which the employee chooses to have part of his or her compensation withheld by the company, invested on their behalf and distributed to them at a predetermined point in the future. Deferred compensation can be used as a flexible way to attract and incentivize key employees. We provide funding strategies for deferred compensation.