John Moore, WMCP, Financial Advisor with Eagle Strategies LLC

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John Moore, WMCP, Financial Advisor with Eagle Strategies LLC Financial Advisor helping high-achieving executives and entrepreneurs keep more, grow more, and buy back their time. I am not licensed in all jurisdictions.

I offer a variety of products that can help you meet a number of insurance and financial needs, including, but not limited to college funding, retirement, managing costs for extended periods of care and lifetime income strategies. Please contact me to help you fully analyze your needs and recommend appropriate solutions. In addition to a Financial Adviser offering investment advisory services through Eagle Strategies LLC, A Registered Investment Adviser, I am also licensed as an Agent with New York Life Insurance Company and a Registered Representative of and offer securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), A Licensed Insurance Agency. Eagle Strategies LLC and NYLIFE Securities LLC are New York Life Companies.

14819 Ballantyne Village Way
Suite 1100
Charlotte, NC 28277
(704) 371-8500

Any testimonial on this site is based on an individual’s experience and may not be representative of the experience of other customers. These testimonials are no guarantee of future performance or success. No direct or indirect payment or other compensation is provided to any person for a testimonial or endorsement appearing here. Neither New York Life Insurance Company, nor its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions.

10/28/2026

More families are recognizing the value of having a written financial strategy. A clear plan can help align goals, priorities, and income needs while providing direction through life's changes and market uncertainty.

If you'd like to review your current strategy or discuss creating one, let’s schedule some time to talk.

There is no single retirement income strategy that works for everyone. Building retirement income often involves balanci...
10/26/2026

There is no single retirement income strategy that works for everyone. Building retirement income often involves balancing income stability, growth potential, flexibility, and long-term sustainability.

The right approach depends on your goals, needs, and priorities. If you'd like to explore which retirement income strategies may be most appropriate for your situation, let's schedule time to talk.

10/23/2026

Social Security is an important part of many retirement plans, but when you claim benefits can have a lasting impact on your lifetime income. For couples especially, different claiming approaches may lead to different outcomes over time.

If you're wondering how Social Security fits into your retirement strategy, let's connect and discuss the options available to you.

10/21/2026

Retirement is evolving. Many Americans are choosing to work longer, reflecting longer life expectancies and changing views on retirement. That shift can affect how long retirement savings may need to last and how income strategies are built.

If you're thinking about your own retirement timeline, I'd be happy to discuss how these trends could impact your long-term plans.

10/19/2026

One of the most overlooked pieces of an estate plan is insurance. But overlooking insurance can cause a bigger headache than you think.

Gen X has had to adapt to a changing retirement landscape, with more responsibility for building their own financial fut...
10/16/2026

Gen X has had to adapt to a changing retirement landscape, with more responsibility for building their own financial future.

10/14/2026

Having your wishes documented can provide clarity for loved ones and help ensure important decisions are addressed. Yet research suggests many Americans still do not have key estate planning documents in place.

Even if you've created an estate plan, periodic reviews can help ensure it still reflects your goals and circumstances. Let’s connect if you'd like to discuss how estate planning fits into your broader financial strategy.

These common financial traps can potentially drain your budget and erode your wealth-building capabilities.
10/12/2026

These common financial traps can potentially drain your budget and erode your wealth-building capabilities.

These common financial traps will drain your budget and erode your wealth-building capabilities.

Estate planning tips on social media don't always contain misinformation, but what worked for one family may end up caus...
10/09/2026

Estate planning tips on social media don't always contain misinformation, but what worked for one family may end up causing yours a whole heap of trouble.

Inheriting a home with siblings or other family members can bring financial, legal and emotional decisions. Here's what ...
10/07/2026

Inheriting a home with siblings or other family members can bring financial, legal and emotional decisions. Here's what to know about your options, from selling the property to buying out another heir.

Inheriting a house with siblings can raise questions about ownership, taxes and costs. Learn your options for selling, keeping or buying out the home.

Address

14819 Ballantyne Village Way, Suite 1100
Charlotte, NC
28277

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