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 Memorial Day, we pause to remember and honor the men and women who gave their lives in service to our country.We ar...
05/25/2026

This Memorial Day, we pause to remember and honor the men and women who gave their lives in service to our country.
We are grateful for their sacrifice and hold their families in our thoughts today.

Every dollar you invest has the potential to grow but taxes can slow that growth if you’re not strategic.This infographi...
05/18/2026

Every dollar you invest has the potential to grow but taxes can slow that growth if you’re not strategic.

This infographic breaks down five ways to take advantage of tax deferral, from maximizing retirement contributions to leveraging HSAs and annuities.

It’s a quick, visual look at how small adjustments can help you keep more of your hard-earned money working for you.

View the infographic: Tax-Deferred Investing – Five Smart Strategies to Boost Your Savings
https://bit.ly/4nEljqv

05/14/2026

One thing I’ve noticed over time, most people think about liquidity as primarily “emergency money.”

But the most strategic clients I work with think about it differently.They view it as a buffer.

Because volatility doesn’t just create risk…It creates opportunity!

The challenge is — you can’t take advantage of opportunity if all of your assets are tied up in places that:
– fluctuate significantly
– aren’t easily accessible
– or come with tax consequences when you need to use them

And this becomes even more important in retirement. Sequence of returns risk is real!

Being forced to pull from volatile assets at the wrong time can have a lasting impact on long-term outcomes.

That’s why having a portion of your financial world in something that is: Stable, Accessible And positioned intentionally can play a very important role.

Not just for protection…But for flexibility and in some cases, for opportunity.

Because when markets are uncertain, the people in the strongest position aren’t always the ones who are fully invested…They’re the ones who have options.

My role is to help clients think through how all the pieces fit together — not just growth, but protection, access, and long-term coordination.

If your current strategy doesn’t account for that “buffer,” it may be worth revisiting.

Had a great time today at the Princeton Lowry Crossing Chamber of Commerce Lunch & Learn hosted by Texas-New Mexico Powe...
05/13/2026

Had a great time today at the Princeton Lowry Crossing Chamber of Commerce Lunch & Learn hosted by Texas-New Mexico Power!

We got a behind-the-scenes look at how they service the power lines that keep our homes and businesses powered. The live demonstration was impressive and really showed the level of skill and care their team brings to the job every day.

Huge thank you to TNMP for hosting and for everything you do to serve our community—your work does not go unnoticed!

-Lowry Crossing Chamber of Commerce

Financial planning is about more than just saving for retirement - it's about having a solid plan to protect, invest, gr...
05/12/2026

Financial planning is about more than just saving for retirement - it's about having a solid plan to protect, invest, grow, and share your wealth. https://bcove.video/475A0w6

As a small business owner, you value your employees. Want to learn how to retain your current employees and attract new ...
05/08/2026

As a small business owner, you value your employees. Want to learn how to retain your current employees and attract new ones? Get in touch today.

Proud to have been recognized as an LTC Elite Agent for 2026.This recognition reflects the work I’ve been honored to do ...
05/06/2026

Proud to have been recognized as an LTC Elite Agent for 2026.

This recognition reflects the work I’ve been honored to do alongside clients as they plan thoughtfully for the future and protect what matters most to their families.

Grateful for the trust my clients place in me every day.

Just because you’re a small business doesn’t mean you can’t offer big benefits. Contact me to learn how New York Life ca...
05/06/2026

Just because you’re a small business doesn’t mean you can’t offer big benefits. Contact me to learn how New York Life can help.

05/04/2026

What if you could keep your employee benefits when you left your job? With employee benefit protection products from New York Life Insurance Company, you can.
If you’re seeking a simple, straightforward application process and want to learn more, watch this video and get in touch today.

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777 Main Street, Suite 3800
Fort Worth, TX
76102

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