Justin Williams, CHFC, Financial Advisor with Eagle Strategies LLC

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Houston, TX
Justin Williams, CHFC, Financial Advisor with Eagle Strategies LLC

As an Agent for New York Life Insurance Company, I specialize in Personal and Business Planning 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 Advisor 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. Eagle Strategies LLC and NYLIFE Securities LLC are New York Life Companies. 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. 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.

3200 Southwest Freeway
Suite 1900
Houston, TX 77027
(832) 775-2944
(713) 961-4545

10/28/2026

Many non-spouse beneficiaries cash out inherited annuities—and pay the tax price. Stretching distributions can ease the tax hit and keep more of your assets working. At New York Life, we strive to simplify the annuity conversation. Let’s talk, I’ve got resources that can help explain.

10/26/2026

The way retirement income is taxed can change depending on when assets are accessed and which accounts are used for income. Understanding these dynamics may help support more informed decisions over time.

If you'd like to discuss how taxes could affect your retirement income strategy, let’s schedule some time to talk.

10/23/2026

Social Security is an important part of many retirement plans, but when you claim benefits can have a lasting impact on your lifetime income. For couples especially, different claiming approaches may lead to different outcomes over time.

If you're wondering how Social Security fits into your retirement strategy, let's connect and discuss the options available to you.

10/22/2026

Periods of market volatility can create uncertainty, particularly for those relying on retirement income. Having a strategy to support essential income needs may help provide greater flexibility when markets become unpredictable.

If you have concerns about market shifts, let’s schedule time to review how your current approach is positioned for changing market conditions.

10/21/2026

There is no single retirement income strategy that works for everyone. Building retirement income often involves balancing income stability, growth potential, flexibility, and long-term sustainability.

The right approach depends on your goals, needs, and priorities. If you'd like to explore which retirement income strategies may be most appropriate for your situation, let's schedule time to talk.

10/20/2026

Looking for a way to prepay your life insurance premiums while reducing your out-of-pocket costs? Lock in a 12% interest rate for the first year and 6% for subsequent years on a Premium Deposit Account for select life insurance products. Speak to me today to learn more. Rates based on premium amount and other guidelines apply.
https://nyl.co/3VYKhaa

10/19/2026

If you’re caring for a loved one with a disability, an ABLE account can help them build financial independence—without jeopardizing important federal benefits. Want to know more? Review this information and reach out to me today.
https://nyl.co/4yZgfS8

10/16/2026

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.

10/15/2026

A sickness or injury doesn't care about your business timeline. And if you're unable to work, the income you rely on could be interrupted.
Many business owners plan for external risks—a slow quarter, a lost contract, or changing market conditions. Fewer have a plan for the risk of being unable to work themselves.
Individual disability insurance may help replace a portion of your income during a qualifying disability due to sickness or injury.
I help business owners protect what matters most with the right disability coverage. Let's connect.

Read about what individual disability insurance is, and how this private coverage from NYL can offer personal income protection in the event of a disability.

Address

3200 Southwest Freeway 1900
Houston, TX
77027

Website

http://www.jwillnyl.com/

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