Joel Christman, Financial Adviser with Eagle Strategies LLC

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Golden, CO
Joel Christman, Financial Adviser with Eagle Strategies LLC

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Wealth Strategist For Families And Small Business Owners Acting on integrity and listening to our clients are the most important attributes in our practice.

My team serves families and small business owners, as a trusted partner in achieving your financial goals. We also value giving back by providing resources to keep our communities strong and financially healthy. After going through our process, our clients are more educated and feel more in control of their financial future by the delivery of customized solutions that work for them. I look forward to having a conversation and becoming an asset to your family or small business. In addition to a Financial Adviser offering investment advisory services through 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.

1120 Washington Ave Golden, CO 80401, (720) 744-2000. I am not licensed in all jurisdictions. CA Ins Lic . Neither New York Life Insurance Company, nor its agents, provides tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions. 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. Eagle Strategies LLC and NYLIFE Securities LLC are New York Life Companies.

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.

10/06/2026

Market declines are never easy, but they can be particularly impactful early in retirement when withdrawals begin. This is often referred to as sequence of returns risk and can affect how long retirement assets last.

Let's talk about ways to help position your retirement strategy for both opportunities and challenges that market exposure may present.

09/29/2026

One of the most overlooked pieces of an estate plan is insurance. But overlooking insurance can cause a bigger headache than you think.

09/15/2026

Life changes. Your priorities change. And what you want to protect may change, too. Whether you’re just starting out, building a life, preparing for retirement, or enjoying the years you’ve worked for, the right financial strategy can help you prepare for what matters most—today and in the years ahead. Let’s talk about creating a strategy that works for you.

09/08/2026

Did you know that you're able to roll over excess 529 funds into a Roth IRA? Learn more about this strategy as you plan for your child’s education.
https://bit.ly/4gFlhN8

09/03/2026

More kids than ever are learning about money. But where they're getting their information is crucial.

More kids than ever are learning about money. But where they’re getting their information is crucial.

08/25/2026

Your target retirement age is looming, but you're not sure you're on track to retire the way you want? Here are some action items to consider.

Your target retirement age is looming, but you're not sure you're on track to retire the way you want? Here's what to do.

08/20/2026

Back to school—and a big new chapter for our family. 🎒🚌

Yesterday our twins headed off to kindergarten, our son started third grade, and for the first time, all three kids are in the same school.

New routines. Earlier mornings. Riding the bus. A little more independence.

And while I know milestones like this can bring some nerves for parents, I find myself mostly excited—excited to watch them grow, learn, become more independent, and flourish in this next chapter.

Days like today are also a reminder of just how quickly life moves. Kindergarten turns into third grade, and before we know it, we'll be talking about high school, college, and whatever comes next.

It's one of the reasons I believe so strongly in financial planning. We can't slow down time, but we can prepare for the milestones ahead—protecting the people we love today while planning for the opportunities we hope to give them tomorrow.

Here's to a great school year and all the new chapters ahead. 📚

07/21/2026

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....

07/16/2026

For many business owners, the company is the estate plan. But will there be enough liquidity to:
—Cover estate costs?
—Keep the business running?
—Treat your heirs fairly?
If you’re not sure, reach out to me and let’s talk about some proven ways to protect what you’ve built.

Address

1120 Washington Avenue Suite 200
Golden, CO
80401

Telephone

+13037442000

Website

https://www.newyorklife.com/agent/jchristman

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