Kory Brown, Financial Advisor with Eagle Strategies LLC

Kory Brown, Financial Advisor with Eagle Strategies LLC Financial Advisor offering investment advisory services through Eagle Strategies LLC These testimonials are no guarantee of future performance or success.

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 thro

ugh 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. Any testimonial on this site is based on an individual’s experience and may not be representative of the experience of other customers. 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. I am not licensed in all jurisdictions. Eagle Strategies LLC and NYLIFE Securities LLC are New York Life Companies. "My California Insurance number is 0I37004"

205 E. River Park Circle, Ste. 250
Fresno, CA 93720
Phone: (559) 447-3605

Too much free time in retirement can come as a shock after decades of working. How can you ensure you don't overfill you...
05/26/2026

Too much free time in retirement can come as a shock after decades of working. How can you ensure you don't overfill your days or let too many drift by?

An abundance of free time in retirement can come as a shock after decades of working. How can you ensure you don't overfill your days or let too many drift by?

AARP exclusive report: Family caregivers provided 49.5 billion hours of care in 2024, ranking among America’s largest wo...
05/19/2026

AARP exclusive report: Family caregivers provided 49.5 billion hours of care in 2024, ranking among America’s largest workforces.

AARP exclusive report: Family caregivers provided 49.5 billion hours of care in 2024, ranking among America’s largest workforces

The master of comedy may have had a cynical view of life, but his philosophy can provide a blueprint for how retirees sh...
05/14/2026

The master of comedy may have had a cynical view of life, but his philosophy can provide a blueprint for how retirees should live out their golden years.

What is life insurance planning for the “merely well-to-do”? Learn more about this largely overlooked group.
05/12/2026

What is life insurance planning for the “merely well-to-do”? Learn more about this largely overlooked group.

It’s about visualization and optionality.

Happy Mother’s Day to all the incredible moms and mother figures out there.Your strength, patience, and love shape lives...
05/10/2026

Happy Mother’s Day to all the incredible moms and mother figures out there.

Your strength, patience, and love shape lives in ways that often go unseen but are deeply felt every day.

Grateful today for the mothers in my life and everything they do for their families.

Wishing you all a peaceful and well-deserved day of appreciation.

Even modest changes in retirement income can raise Medicare premiums under IRMAA. Here's how even a small increase can a...
05/05/2026

Even modest changes in retirement income can raise Medicare premiums under IRMAA. Here's how even a small increase can affect your retirement costs.

Even modest changes in retirement income can raise Medicare premiums under IRMAA. Here’s how a small increase can affect your retirement costs.

04/30/2026

People aged 70½ or older now have a way to support the causes they love while also creating a reliable stream of lifetime income, thanks to recent law changes that allow a once-in-a-lifetime transfer directly from an IRA to fund a charitable gift annuity or charitable remainder trust. When structured correctly, this transfer can be excluded from taxable income, and for those 73 or older, it may even count toward required minimum distributions. Read more about this strategy and then let’s explore whether this fits into your retirement or giving plans.

The new senior tax deduction ushered in by the 'Big, Beautiful Bill' is worth up to $6,000 per qualified filer.
04/28/2026

The new senior tax deduction ushered in by the 'Big, Beautiful Bill' is worth up to $6,000 per qualified filer.

Money questions every couple should ask. Learn how honest financial conversations can reduce stress, prevent conflict an...
04/23/2026

Money questions every couple should ask. Learn how honest financial conversations can reduce stress, prevent conflict and build shared goals.

Honest financial conversations can reduce stress, strengthen trust and help couples align long-term goals.

A recent Kiplinger article cites cumulative Medicare Advantage payments could exceed traditional Medicare benchmarks by ...
04/21/2026

A recent Kiplinger article cites cumulative Medicare Advantage payments could exceed traditional Medicare benchmarks by approximately $1.2 trillion through 2036, Policymakers continue to debate these payment levels, and future regulatory changes could affect plan premiums costs and coverage.

With private insurers set to receive $1.2 trillion in excess payments by 2036, retirees may soon face a reckoning over costs and coverage.

Address

205 E River Park Cir, Ste 250
Fresno, CA
93720

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