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 thro

ugh 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.

Understand how income levels can affect IRMAA surcharges and Social Security taxation—and how factors like part-time wor...
06/17/2026

Understand how income levels can affect IRMAA surcharges and Social Security taxation—and how factors like part-time work or volunteering may play a role.

Avoid rising IRMAA surcharges and discover how volunteering and part-time work keep more of your Social Security benefits tax-free.

Millionaire status is rising, but most are older. Here are strategies younger Americans may consider when building weal...
06/15/2026

Millionaire status is rising, but most are older. Here are strategies younger Americans may consider when building wealth.

Millionaire status is rising, but most are older. Here’s how younger Americans can build wealth.

Home care and assisted living costs for older adults and people with disabilities have surged over the past five years, ...
06/12/2026

Home care and assisted living costs for older adults and people with disabilities have surged over the past five years, straining affordability for middle class families who struggle to pick up the tab, AARP said in a March 12 report.

Home care, assisted living costs for older adults have surged over the past five years, straining affordability for middle class families, AARP said.

A Kiplinger editor shares some retirement wishes for her father.
06/10/2026

A Kiplinger editor shares some retirement wishes for her father.

If things feel more expensive these days, it's because they are. You can lighten your budget by cutting out these costs ...
06/08/2026

If things feel more expensive these days, it's because they are. You can lighten your budget by cutting out these costs when money gets tight.

Loosen your budget by saying goodbye to these purchases

As scammers leverage AI, consumers can defend themselves by becoming familiar with common scams and being suspicious of ...
06/05/2026

As scammers leverage AI, consumers can defend themselves by becoming familiar with common scams and being suspicious of unexpected calls.

The graduating class of 2026 is entering a job market that looks nothing like when they started college, and AI is playi...
06/03/2026

The graduating class of 2026 is entering a job market that looks nothing like when they started college, and AI is playing a role.

As of March, 4.2% of full-time early-career jobs called for AI skills, nearly double the share from a year ago, according to Handshake's 2026 graduate report.

College is expensive, and prices are rising. Here's what you might pay, plus the best ways to pay for college today.
06/01/2026

College is expensive, and prices are rising. Here's what you might pay, plus the best ways to pay for college today.

Your odds of getting your health care provider to lower your bill are higher if you act fast, communicate clearly and do...
05/29/2026

Your odds of getting your health care provider to lower your bill are higher if you act fast, communicate clearly and do your research before the negotiation.

Retirement is sometimes reduced to the question: “Do I have enough?” And while this is indeed important, it’s only a par...
05/27/2026

Retirement is sometimes reduced to the question: “Do I have enough?” And while this is indeed important, it’s only a part of the story.

Review cash flow, withdrawals, debt and taxes before you retire. This guide shows how to strengthen your plan and avoid gaps that can strain your savings.

Address

14819 Ballantyne Village Way, Suite 1100
Charlotte, NC
28277

Telephone

+17046497293

Website

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