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.

Disclosure

James Vandre is an agent of and 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 FL, ID, IL, IN, MI, MS, NJ, OH, and SD. No insurance business may be conducted outside the states referenced.

James Vandre 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, 333 S Main St, Marysville, OH, 43040, 937-642-2385. In this regard, this communication is strictly intended for individuals residing in the states of FL, IN, MI, MS, NC, NJ, OH, and SD. No offers may be made or accepted from any resident outside the specific states referenced.

James Vandre 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 FL, IL, IN, MI, MS, NC, NJ, OH, PA, and SD. As such, these services are strictly intended for individuals residing in the states referenced.

The Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals®, is recognized globally as the standard of excellence for life insurance sales performance in the insurance and financial services industry.

Neither New York Life Insurance Company nor its agents or affiliates provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.

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