Marisa Sounde, Financial Advisor with Eagle Strategies, LLC

Marisa Sounde, Financial Advisor with Eagle Strategies, LLC Financial Advisor offering investment advisory
services through Eagle Strategies LLC. Eagle Strategies LLC is a New York Life Company.

I help young professionals, families, business owners, retirees and women who are navigating through divorce, recently widowed or starting their own business who are looking for ways to protect their loved ones and employees, accumulate wealth and plan for a successful retirement with strategies to maximize income, minimize taxes, create their own savings, provide lifetime income and leave a legac

y. 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. Marisa Sounde is an Agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies. Additionally, Marisa Sounde is a Financial Services Professional of and offers securities products & services through
NYLIFE Securities LLC, (Member FINRA/SIPC), A Licensed Insurance Agency and a New York Life Company. Marisa Sounde is a Financial Adviser offering investment advisory services through Eagle Strategies LLC, A Registered Investment Adviser. Marisa Sounde is not licensed in all jurisdictions. Neither Sounde Financial Group nor New York Life Insurance Company, or 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. Sounde Financial Group is not owned or operated by New York Life Insurance Company or its affiliates.
5540 State Road 50, Ste 105, Delavan, WI 53115 262-275-8700

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.

Looking for a little more certainty with your money?Check out this guaranteed interest rate. Contact me today!
08/03/2026

Looking for a little more certainty with your money?
Check out this guaranteed interest rate.
Contact me today!

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. ...
08/02/2026

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.

Many people assume the worst about the future of Social Security, and the concern is valid. But the full picture is more...
07/30/2026

Many people assume the worst about the future of Social Security, and the concern is valid. But the full picture is more complicated than “it’s running out.”
This piece from Yahoo Finance breaks down what’s actually happening and what it could mean for your retirement:
https://yhoo.it/4pKdQXK
If it gets you thinking about your own situation, I’d love to connect about financial strategies to help you meet your retirement goals.

Inflation fatigue is real—and it goes deeper than the price of groceries. It’s the exhaustion that sets in when you’ve b...
07/21/2026

Inflation fatigue is real—and it goes deeper than the price of groceries. It’s the exhaustion that sets in when you’ve been managing rising costs for so long that even thinking about it feels like too much.
This piece from NerdWallet names what so many people are feeling right now, and offers some realistic ways to make things a little easier:
https://bit.ly/4x0ZWTH
If it resonates, I’d love to connect on how the current environment is impacting your financial goals and strategies.

What's the best piece of information about money you wish someone had shared with you after graduating from college or h...
07/09/2026

What's the best piece of information about money you wish someone had shared with you after graduating from college or high school?

What’s the best piece of advice about money you wish someone had shared with you after graduating from college or high school? That’s the essential question I put to a diverse group of financial experts and financial education advocates – asking them to pass along their answers to this spring....

I’m honored to share that I’ve achieved New York Life’s Executive Council! This recognition is awarded annually by New Y...
07/07/2026

I’m honored to share that I’ve achieved New York Life’s Executive Council! This recognition is awarded annually by New York Life for agent production from July 1 - June 30. I’m proud of the opportunity to help protect families and support their goals every day.

Our hearts are with everyone affected by the devastating storms in Walworth County and the tragic loss our community has...
07/04/2026

Our hearts are with everyone affected by the devastating storms in Walworth County and the tragic loss our community has experienced.

We are keeping all those impacted in our thoughts and prayers. We also extend our sincere gratitude to the first responders, utility crews, public works teams, and cleanup crews working tirelessly to keep our community safe and help with recovery.

Please continue to support one another as our community heals. ❤️

Life insurance has a reputation for being complicated. There are a lot of options, and thinking through the decisions be...
06/25/2026

Life insurance has a reputation for being complicated. There are a lot of options, and thinking through the decisions behind them isn't always comfortable.

But understanding what's out there is a lot easier than most people expect. We put together a really clear breakdown of the main policy types—what they are, how they differ, and what's worth considering depending on where you are in life:

https://nyl.co/3Qq4uU2

If it raises any questions or you'd like to talk through what makes sense for your situation, I'm here. Just send me a message.

Address

5540 State Road 50 Suite 105
Delavan, WI
53115

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