Allen Harris, Financial Advisor with Eagle Strategies LLC

Allen Harris, Financial Advisor with Eagle Strategies LLC Financial Advisor offering investment advisory
services through Eagle Strategies LLC, A Registered
Investment Advisor. 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 thr

ough 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.

777 Main Street, Suite 3800
Fort Worth, TX 76102
(657) 790-1237

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.

This Labor Day, let’s take time to appreciate how the work we do every day builds a stronger community.
09/07/2026

This Labor Day, let’s take time to appreciate how the work we do every day builds a stronger community.

Hey Little Lion Cookie Co.! Your cookies are bomb!…just incase you didn’t know.
08/04/2026

Hey Little Lion Cookie Co.! Your cookies are bomb!…just incase you didn’t know.

The 2026 Back-to-School Bash was a huge success!! Massive shout out to all Princeton-Lowry Crossing Chamber of Commerce,...
07/28/2026

The 2026 Back-to-School Bash was a huge success!! Massive shout out to all Princeton-Lowry Crossing Chamber of Commerce, Princeton ISD and the many volunteers and sponsors that helped make this event happen!! Over 1500 people came through the doors to get backpacks filled with school supplies, engage with local businesses and get their hair done for the first day of school. Shout-out to Cizzle Entertainment for turning a school supplies event into an all out party!!!

A thoughtful approach to taxes can do more than just reduce what you owe each year. It can help your money work harder o...
07/27/2026

A thoughtful approach to taxes can do more than just reduce what you owe each year. It can help your money work harder over time.
By reviewing your tax return with an advisor, you may uncover opportunities to invest more efficiently, time income and withdrawals wisely, and make charitable giving even more rewarding.
This fact sheet explains how taking a tax-aware approach today can create lasting benefits for your financial future. Read more: https://bit.ly/3TXxpzS

07/23/2026

Family businesses carry more than hard work — they carry tradition, pride, and the love passed from one generation to the next.
I work with small business owners to help protect the legacy they’ve built, so it can continue for the people who matter most.
Let’s start the conversation today.

From your first paycheck to your last withdrawal, your financial plan faces evolving threats. Life changes. Markets shif...
07/20/2026

From your first paycheck to your last withdrawal, your financial plan faces evolving threats. Life changes. Markets shift. Unexpected health events. The good news? Protection strategies exist for every life stage:
• Early accumulation
• Peak accumulation & pre-retirement
• Retirement & legacy planning
Start the conversation that safeguards your financial future. Your plan deserves it.
https://bit.ly/4fe4ekE

According to a recent report by Kiplinger, a growing number of families are turning to 529 college savings plans to buil...
07/17/2026

According to a recent report by Kiplinger, a growing number of families are turning to 529 college savings plans to build education funds for future generations.

The little-known update is assisting families in making the right plans for college, and helping savings go further.

Your approach to money says a lot about you.Some people are comfortable taking risks for growth. Others prefer knowing t...
07/13/2026

Your approach to money says a lot about you.
Some people are comfortable taking risks for growth. Others prefer knowing their savings are steady and secure. Neither is right or wrong. It’s simply your investor profile.

Your investor profile connects your goals, comfort level, and time horizon so your investments align with the life you want to build. If it’s been a while since you reviewed yours, think about how your goals or comfort level may have changed.

Life moves fast, and your plan should move with it. Knowing your investor profile can bring clarity and confidence to every financial decision.

https://bit.ly/3RbYNZZ
"

07/10/2026

Sometimes the biggest opportunities create the biggest planning challenges.

Case in point-> Imagine you're offered the opportunity to buy into the business where you've spent years building your career.

For many professionals—physicians, dentists, attorneys, and other business owners—that's an exciting milestone. It's also the moment when financial planning becomes much more than choosing investments.

Questions start to come up:

- How should the ownership be structured?
- What happens if one owner retires, becomes disabled, or passes away unexpectedly?
- How do we protect each owner's family and the business itself?
- What's the long-term exit strategy?

These are the kinds of conversations that remind me financial planning is a true team effort. The best outcomes often happen when business owners have experienced attorneys, CPAs, and financial advisors working together toward the same goal.

No one professional has every answer. But when each advisor brings their expertise to the table, business owners can make important decisions with greater confidence.

☀️ 😎 Summer is a great time to take a break—but it's also a great time to check in on your financial life.We spend weeks...
07/07/2026

☀️ 😎 Summer is a great time to take a break—but it's also a great time to check in on your financial life.
We spend weeks planning vacations, family reunions, and home improvement projects, but many of us haven't spent an hour reviewing our financial plan this year.

Here are five questions worth asking yourself:
✅Has my investment mix drifted from my long-term goals?
✅Am I still holding onto old 401(k)s from previous employers?
✅Have there been any major life changes that should impact my financial plan?
✅If something happened to me tomorrow, would my family know where everything is?
✅Am I making financial decisions today that support the retirement I want tomorrow?

A financial plan isn't something you create once and forget. Life changes, markets change, and your plan should evolve with them.

Summer is a great reminder to slow down, recharge, and make sure your finances are working just as hard as you are.

What would you add to this checklist?

Address

777 Main Street, Suite 3800
Fort Worth, TX
76102

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