Ben Lisle, Financial Advisor with Eagle Strategies LLC

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Ben Lisle, Financial Advisor with Eagle Strategies LLC

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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 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.
1301 Atwood Ave, Johnston RI 02919
401-276-8760
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.

11/04/2026

You work hard for your money, so why shouldn’t it work hard for you?

Most people I talk to have no idea that keeping money in a regular savings account is not actually the most efficient way to save. Between a low rate of return on your dollars and inflation, keeping your money in a savings account limits its potential to work for you and earn you more money.

Disclosure: This content is for educational and informational purposes only and is not intended as individualized investment, tax, or legal advice. Inflation figures and purchasing power calculations are hypothetical and for illustrative purposes only. Actual inflation rates and results will vary.

Emergency savings should remain liquid and readily accessible to cover unexpected expenses. The appropriate amount depends on individual circumstances, and higher potential returns should not come at the expense of necessary liquidity or principal stability.

Investing involves risk, including possible loss of principal. Higher returns are not guaranteed, and investment decisions should consider individual financial goals, time horizon, liquidity needs, and risk tolerance. Consult your financial professional before making investment decisions.

11/03/2026

You started your business hoping to provide value to your community and build an asset for your family. Now, years later your business has flourished, but your personal wealth?

The number one challenge I hear from business owners is how they cannot set aside time to analyze how their money is working for them.

A few key questions to consider:
• Who will take over the business when you retire?
• How and when can you retire? Whether you’ve 5 years or decades to go, you need to be thinking of your exit strategy
• What is your money doing now to earn you more money?

If you’re working hard for your money, but it’s not working hard for you, we should talk. Calendar link in the 1st comment.

11/02/2026

You work hard for your money, so why shouldn’t it work hard for you?

Most people I talk to have no idea that keeping money in a regular savings account is not actually the most efficient way to save. Between a low rate of return on your dollars and inflation, keeping your money in a savings account limits it’s potential to work for you and earn you more money.

Disclosure: This content is for educational and informational purposes only and is not intended as individualized investment, tax, or legal advice. Inflation figures and purchasing power calculations are hypothetical and for illustrative purposes only. Actual inflation rates and results will vary.

Emergency savings should remain liquid and readily accessible to cover unexpected expenses. The appropriate amount depends on individual circumstances, and higher potential returns should not come at the expense of necessary liquidity or principal stability.

Investing involves risk, including possible loss of principal. Higher returns are not guaranteed, and investment decisions should consider individual financial goals, time horizon, liquidity needs, and risk tolerance. Consult your financial professional before making investment decisions.

10/29/2026

A higher income doesn’t automatically = wealth
Cash-flow management, investing, tax-aware planning, and keeping expenses aligned with goals are all items to be aware of.
With a higher income comes different opportunities and obstacles.
It is critically important to strategize to keep more of your dollars yours.

What would you add to this list?

10/28/2026

Business owners,

You started your business to build long term wealth… how’s it going?

The #1 issue I find when working with business owners is that they rarely have time to step outside of their business to strategize how their money is working for them.
You’ve built your business, now let’s build you financial future.

10/27/2026

Before choosing a retirement date, consider these three questions:

1. How much income will you need to support your lifestyle?

2. Where will that income come from — Social Security, pensions, investments, or other sources?

3. How long will your retirement assets need to support you?

Retirement planning isn’t just about how much you’ve saved. It’s about understanding what that money needs to accomplish throughout retirement.

If you’d like to review your own retirement readiness, I’ve included my calendar link in the first comment.

Disclosure: For educational and informational purposes only. Not individualized investment, tax, legal, or financial planning advice. Retirement projections depend on assumptions and do not guarantee future results. Investing involves risk, including possible loss of principal.

10/27/2026

Looking for a little more certainty with your money?
Check out this guaranteed interest rate.
Contact me today!

Address

1301 Atwood Avenue Suite 306N
Johnston, RI
02919

Website

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

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