Belcher & Company

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Belcher & Company Belcher & Company provides quality financial strategies, and offers insurance and financial products I am not licensed in all jurisdictions. CA ins lic .

Belcher & COMPANY is here to help guide you through the often overwhelming process of creating your financial blueprint. We offer a variety of products that can help you meet a number of insurance and financial needs, including, but not limited to business and estate planning, retirement strategies, and employee benefits. Steven Belcher:
I am a Financial Advisor offering investment advisory services through Eagle Strategies LLC, A Registered Investment Advisor. I am an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies. I am 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. Lake Shore Plaza II--1300 Concord Terrace, 5th Floor--Sunrise, FL 33323--(954) 772-5200

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. Contact me to help you fully analyze your needs and recommend appropriate solutions. Belcher & COMPANY is not owned or operated by New York Life Insurance Company or its affiliates. Neither Belcher & COMPANY nor New York Life Insurance Company renders tax legal, or accounting advice. Please consult your professional advisors regarding your particular situation. Registered branch address:
2041 W First St
Fort Myers, FL 33901

10/15/2026

Small actions taken consistently can make a meaningful difference over time. For many individuals, annual Roth IRA contributions may help create additional flexibility in retirement through the potential for tax-free growth.

While $8,000 per year may not seem significant on its own, the long-term impact can add up. If you'd like to explore how consistent saving could support your retirement goals, let's schedule time to discuss.

Warren Buffett, Beyoncé, Jay-Z and Shaquille O’Neal have all shared their thoughts on inheritance—and their approaches m...
10/15/2026

Warren Buffett, Beyoncé, Jay-Z and Shaquille O’Neal have all shared their thoughts on inheritance—and their approaches may surprise you.

This Kiplinger article looks at how several well-known people think about passing wealth to the next generation, and raises an interesting question: What do you want the wealth you’ve built to do for the people you care about?

Check out the article here:

https://bit.ly/4B7p6mp

If it gets you thinking about your own plans, send me a message.

10/14/2026
Treasury yields are rising. Learn what higher yields could mean for mortgage rates, car loans and credit card borrowing ...
10/08/2026

Treasury yields are rising. Learn what higher yields could mean for mortgage rates, car loans and credit card borrowing costs.

The 10-year Treasury yield is climbing. Here’s how higher yields could affect mortgage rates, car loans and credit card debt.

Gen X has had to adapt to a changing retirement landscape, with more responsibility for building their own financial fut...
10/05/2026

Gen X has had to adapt to a changing retirement landscape, with more responsibility for building their own financial future.

More than 25 million young adults now live with their parents, the highest number on record. What’s going on?Half of rec...
09/30/2026

More than 25 million young adults now live with their parents, the highest number on record. What’s going on?
Half of recent grads are moving back home after finishing school. While living with parents can have its own challenges, many of them see it as an opportunity to save—and use what they'd have spent on rent to travel, chip away at debt, or just get some breathing room before the next step.
Check out the full story here:
https://bit.ly/4dbyxXD
If this sounds like you, or someone you know, send me a message and let's talk.

Markets continue to react to economic and global developments.* When volatility rises, staying focused on long-term goal...
09/24/2026

Markets continue to react to economic and global developments.* When volatility rises, staying focused on long-term goals becomes even more important.

Let’s talk about annuity solutions designed to help provide confidence in uncertain times.

*Bloomberg Markets coverage, 2026.

Address

2041 W First Street
Fort Myers, FL
33901

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 5pm

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