Solutions

Financial Planning

At Eagle Strategies, we offer an objective, fee-based approach to financial planning. Working closely with you and your other advisers, we can develop a comprehensive plan or focus on a particular area of concern: wealth preservation, estate planning, business succession strategies, retirement planning, education funding, portfolio management, and charitable gifting.

The solutions we recommend and the strategies you decide to implement will depend on your personal circumstances and objectives.

Investment Advisory Services

In today’s challenging investment environment, there are no simple solutions. Success is achieved through a well-conceived investment strategy.

However, with over 22,000 entities that can call themselves money managers and over 10,000 mutual funds to choose from, creating an effective strategy can be a labor-intensive, time-consuming process. Through our relationships with independent, top-tier investment firms, I can help simplify the process.

We typically use a fee-based “assets under management” approach, which helps to ensure that our interest are always aligned with yours—to protect and grow your investments.

Through our various investment programs—ranging from separately managed portfolios of stocks and bonds to mutual fund accounts—we can personalize your investment portfolio to help you meet your financial goals.

Financial planning and investment advisory services are offered through Eagle Strategies LLC, a registered investment adviser and a New York Life Company.

Disclosure

Scott Alexander is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of AR (AR Insurance License #2615633), AZ, CA (CA Insurance License #0B40437), CO, FL, GA, ID, IN, MD, MI, MO, MT, ND, NE, NV, OH, OK, OR, SC, TN, TX, UT, VA, WA, and WI. No insurance business may be conducted outside the states referenced.

Scott Alexander is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 17021 Lassen St, Northridge, CA, 91325, 661-582-6022. In this regard, this communication is strictly intended for individuals residing in the states of AR, AZ, CA, CO, CT, FL, GA, ID, IN, MI, MT, NC, ND, NE, NV, OH, OK, OR, SC, TN, UT, WA, and WI. No offers may be made or accepted from any resident outside the specific states referenced.

Scott Alexander is also a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser, and a wholly-owned subsidiary of New York Life Insurance Company, offering advisory services in the states of AR, AZ, CA, CO, CT, FL, GA, ID, IN, MI, MT, NC, ND, NE, NV, OH, OK, OR, SC, TN, UT, WA, and WI. As such, these services are strictly intended for individuals residing in the states referenced.

ALEXANDER FINANCIAL STRATEGIES AND INSURANCE SERVICES is not owned or operated by NYLIFE Securities LLC or its affiliates.

Neither ALEXANDER FINANCIAL STRATEGIES AND INSURANCE SERVICES nor its associates are in the business of offering tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.