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Sarah Smith, CFP, Financial Advisor with Eagle Strategies LLC

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Sarah Smith, CFP, Financial Advisor with Eagle Strategies LLC

CFP® professional and Financial Advisor offering investment advisory services through Eagle Strategies, LLC.

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 Advisor 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. 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. 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. I am not licensed in all jurisdictions.

340 South Beach Street
Suite 113
Daytona Beach, FL 32114
(386) 275-1322

09/07/2026

Most people have financial goals. Fewer have a financial plan that actually connects those goals to a strategy built around their specific life, income, and priorities.

There is a significant difference between having money and having a plan for your money. A well-built financial plan does not just account for where you are today. It accounts for where you are going, what could get in the way, and how to keep everything aligned as life evolves.

For professionals, business owners, and families building wealth, that kind of comprehensive approach is not optional. It is the foundation everything else is built on.

🌟 If your financial strategy has not been reviewed recently, that is worth a conversation. SarahSmithEagle.com | Call (386) 275-1322

08/30/2026

August is wrapping up and just like that, summer is behind us.

September brings a new season and with it a natural opportunity to reset and refocus on your goals. School routines are back, schedules are settling, and life is picking back up its regular pace.

That consistency is actually one of the best environments for building good financial habits. When life steadies, your plan can too.

🍂 Let's use this fresh start to make sure your financial strategy is ready for everything fall has in store.
SarahSmithEagle.com | Call (386) 275-1322

08/23/2026

As August winds down, fall is closer than it feels. And with fall comes the final stretch of the year, which moves faster than most people expect.

The last few months of the year are some of the most important for financial planning. From reviewing your investments to revisiting your protection strategy, getting ahead of it now means you are not scrambling when the holidays arrive.

A little intention now goes a long way toward finishing the year strong.

🍂 Let's make sure your plan is set up for a strong finish to 2026.
SarahSmithEagle.com | Call (386) 275-1322

08/19/2026

Mid August means summer is starting to wind down and the back to school rush is in full swing.

It is also the time of year when a lot of people realize how much the summer costs them. Vacations, activities, back to school shopping. It adds up.

If you are feeling the financial squeeze right now, you are not alone. But this is also the perfect moment to reset, refocus, and build a strategy that sets you up strong for the rest of the year.

📊 Let's turn the end of summer into a fresh start for your finances.
SarahSmithEagle.com | Call (386) 275-1322

08/10/2026

For many families, August means packing up the car and dropping a child off at college for the very first time.

It is an exciting milestone, and an expensive one. Between tuition, housing, and all the extras, college costs can take a significant toll on a family's finances if there is not a plan in place.

But this season is also a reminder that your financial priorities are shifting. With one chapter closing, now is a great time to revisit your own retirement and investment strategy.

🎓 Your goals matter too. Let's make sure your plan reflects this new chapter.
SarahSmithEagle.com | Call (386) 275-1322

08/07/2026

August is here and for most families that means supply lists, new backpacks, and a budget that seems to disappear overnight.

Back to school spending is one of the biggest seasonal expenses families face each year. But beyond the notebooks and new shoes, this time of year is also a good reminder to think about the bigger picture.

Are you planning for your children's future education costs? Do you have a strategy in place that grows with your family?

🎒 Let's make sure your financial plan is keeping up with your family's needs.
SarahSmithEagle.com | Call (386) 275-1322

07/27/2026

As July wraps up, August is right around the corner and with it comes back to school season, shifting schedules, and a whole new set of expenses.

Whether you have kids heading back to school or college, or you are simply looking ahead to the final stretch of the year, now is a great time to make sure your financial plan is ready for the transition.

The second half of the year moves fast. A little preparation now goes a long way. 🎒

Let's make sure you are heading into August with a plan that is ready for what comes next.
SarahSmithEagle.com | Call (386) 275-1322

07/21/2026

There is something about summer that reminds us of what life can look like when we have time to actually enjoy it.

That is exactly what retirement planning is working toward. Not just a number in an account, but the freedom to spend your time the way you want to.

The earlier you start building that vision, the more options you have when the time comes.

🌴 Let's talk about what your ideal retirement looks like and build a strategy to get you there.

SarahSmithEagle.com | Call (386) 275-1322

07/09/2026

July is the heart of summer and it is easy to get caught up in the fun of the season.

But your financial goals do not take a vacation. Mid summer is actually a great time to check in, reassess, and make sure you are still on track with where you want to be by the end of the year.

Small, consistent steps during the busy seasons are what separate a good plan from a great one.

📊 Let's make sure your momentum is carrying you in the right direction.
SarahSmithEagle.com | Call (386) 275-1322

07/04/2026

This Fourth of July, we celebrate the freedoms that matter most.

One of them is financial freedom. The ability to make choices with confidence, prepare for the future, and build the life you want for yourself and your family.

It doesn't happen overnight, but small, intentional steps can make a meaningful difference over time.

🎆 As you celebrate this Independence Day, take a moment to think about what financial freedom means to you and what steps could help you get closer to it.

SarahSmithEagle.com | (386) 275-1322

Address

340 South Beach Street Suite 113
Daytona Beach, FL
32114

Opening Hours

Monday	9am - 5:30am
Tuesday	9am - 5:30am
Wednesday	9am - 5:30am
Thursday	9am - 5:30am
Friday	9am - 5:30am

Telephone

+13862751322

Website

http://www.sarahsmitheagle.com/

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