John Moore, WMCP, Financial Advisor with Eagle Strategies LLC

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.

Did you know that you're able to roll over excess 529 funds into a Roth IRA? Learn more about this strategy as you plan ...
09/09/2026

Did you know that you're able to roll over excess 529 funds into a Roth IRA? Learn more about this strategy as you plan for your child’s education.
https://bit.ly/4yxP6p3

Healthcare costs are climbing again next year, but fortunately, Part B rate hikes are expected to stay well under 5%, a ...
09/07/2026

Healthcare costs are climbing again next year, but fortunately, Part B rate hikes are expected to stay well under 5%, a relief compared to last year's jump.

As long-term care costs continue to rise, families may need to consider how care could affect savings, income, and suppo...
09/04/2026

As long-term care costs continue to rise, families may need to consider how care could affect savings, income, and support from loved ones. Starting the conversation early can make planning feel more manageable.
https://bit.ly/4gUziWd

For some people, the appeal of retiring abroad lies in the ability to live well for less than it would cost in the U.S. ...
09/02/2026

For some people, the appeal of retiring abroad lies in the ability to live well for less than it would cost in the U.S. Adventure, lower costs, potentially lower healthcare costs and a richer life can all be yours overseas — but you have to nail the practical details first.

Adventure, lower costs, affordable healthcare and a richer life can all be yours overseas — but you have to nail the practical details first.

Some may sound like myths, but these unique tax write-offs can be approved under strict IRS medical guidelines — provide...
08/31/2026

Some may sound like myths, but these unique tax write-offs can be approved under strict IRS medical guidelines — provided you have the right paperwork.

Two studies have raised new questions about the size and impact of the coming great wealth transfer.
08/28/2026

Two studies have raised new questions about the size and impact of the coming great wealth transfer.

Wondering how to shield your hard-earned money from rising prices? Discover the best asset classes, strategies, and infl...
08/26/2026

Wondering how to shield your hard-earned money from rising prices? Discover the best asset classes, strategies, and inflation hedges to help build your wealth over the long term.

Wondering how to shield your hard-earned money from rising prices? Discover the best asset classes, strategies, and inflation hedges to grow your wealth over the long term.

The FIRE movement has evolved beyond early retirement. Learn how Coast FIRE, Barista FIRE and financial flexibility are ...
08/24/2026

The FIRE movement has evolved beyond early retirement. Learn how Coast FIRE, Barista FIRE and financial flexibility are reshaping retirement planning.

Early retirement isn't the only goal anymore. Here's how today's FIRE movement is shifting toward financial flexibility and making work optional.

Some retirement expenses are difficult to predict, particularly when long-term care needs arise. This article examines h...
08/21/2026

Some retirement expenses are difficult to predict, particularly when long-term care needs arise. This article examines how significant care-related costs can affect retirement spending and the longevity of a retirement portfolio.
https://bit.ly/4gIj838

Your target retirement age is looming, but you're not sure you're on track to retire the way you want? Here are some act...
08/19/2026

Your target retirement age is looming, but you're not sure you're on track to retire the way you want? Here are some action items to consider.

Your target retirement age is looming, but you're not sure you're on track to retire the way you want? Here's what to do.

Address

14819 Ballantyne Village Way, Suite 1100
Charlotte, NC
28277

Telephone

+17046497293

Website

Alerts

Be the first to know and let us send you an email when John Moore, WMCP, Financial Advisor with Eagle Strategies LLC posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to John Moore, WMCP, Financial Advisor with Eagle Strategies LLC:

Shortcuts

Share

Category