Joanne Litman, MBA CLTC RICP Financial Advisor with Eagle Strategies, LLC

Home
United States
Deerfield, IL
Joanne Litman, MBA CLTC RICP Financial Advisor with Eagle Strategies, LLC

Financial Advisor offering investment advisory services through Eagle Strategies, LLC. I am not licensed in all jurisdictions. CA ins lic #4042305.

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 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. New York Life Chicago North Shore General Office
520 Lake Cook Road, Suite 600
Deerfield, IL 60015
224.392.1878

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. The RICP® is the property of The American College of Financial Services, which reserves sole rights to its use, and is used by permission. 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. Registered branch address:
500 West Madison Street, Suite 1725
Chicago, IL 60661

07/04/2026

Wishing you an Independence Day full of celebration and tradition. Happy 4th of July!

06/19/2026

This Juneteenth, take time to honor history, celebrate progress and support one another.

04/30/2026

A business partnership without a plan can get messy fast. Just ask the famous couple who once bought a home and winery together… then split up, skipped the paperwork, and watched the whole thing spiral into a legal tug-of-war. One even ended up sharing his personal residence with a stranger tied to the sale. Not exactly the happily-ever-after they expected.
All of it could have been avoided with a simple buy-sell agreement to lay out what happens if an owner leaves – through death, divorce, disability, retirement, or simply wanting out – so the business keeps running smoothly and everyone knows their rights. Watch this video to learn more about how a buy-sell agreement works, and then let’s make sure your business interests are protected.

We detected a high number of errors from your connection. To continue, please confirm that you're a human (and not a spambot).

04/29/2026

Assumable mortgages let buyers take over a seller’s home loan. Learn how they work, who qualifies and when assuming a mortgage makes sense in 2026.

With mortgage rates still elevated, taking over a seller’s existing home loan could lower monthly payments — if the numbers work.

04/28/2026

For a long time, the goal of retirement planning felt pretty straightforward: Save diligently, spend carefully and leave something meaningful behind for your kids. How is that changing today?

For many retirees, the focus is shifting from what they will leave behind to how they want to live now.

04/27/2026

With borrowing costs still elevated and economic uncertainty in play, tapping your home equity requires a clear strategy, not just available equity.

With borrowing costs still elevated and economic uncertainty in play, tapping your home equity requires a clear plan, not just available equity.

Address

520 Lake Cook Road, Ste 600
Deerfield, IL
60015

Website

http://www.linkedin.com/in/JoanneBLitman

Alerts

Be the first to know and let us send you an email when Joanne Litman, MBA CLTC RICP 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.