Advanced Planning Resources

As an Eagle Strategies Financial Adviser, I have access to the Advanced Planning Group - a premier planning team of New York Life Insurance Company with experience in law, accounting, insurance and business planning — who can assist you with your business and estate planning needs.

To learn more about these services, please click here to visit the Advanced Planning Group’s website.

Neither New York Life nor Eagle Strategies or any of their representatives provides legal or tax advice.

Meet the Team

APG’s experienced professionals have advanced degrees, industry designations, and specialized training in business protection and succession, nonqualified executive benefit strategies, tax diversification and reduction strategies, wealth transfer and distribution, transnational planning for non-U.S. citizens, estate tax mitigation, charitable planning and more. Working with these professionals, we can present you with a wide variety of highly effective solutions designed to meet your complex business and estate planning needs.