Alex Dalton, Financial Advisor with Eagle Strategies, LLC

Alex Dalton, Financial Advisor with Eagle Strategies, LLC Financial Adviser offering investment advisory services through Eagle Strategies LLC. 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 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.

265 Brookview Centre Way, Knoxville, TN 37919, (865) 523-0741

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.

Caring for an aging loved one is one of life’s most meaningful acts of love, but it can also bring complex financial dec...
05/28/2026

Caring for an aging loved one is one of life’s most meaningful acts of love, but it can also bring complex financial decisions that impact your own future.
Whether you’re supporting a parent today or preparing for the road ahead, proactive planning can help you protect your financial wellbeing while ensuring your loved one receives the care they deserve. Read this article to explore practical strategies for balancing compassion and financial confidence. https://bit.ly/43luSkR

Retirement is a new chapter that still needs a plan.Reaching retirement is an incredible milestone. You’ve built a life ...
05/25/2026

Retirement is a new chapter that still needs a plan.

Reaching retirement is an incredible milestone. You’ve built a life that reflects your values, and now it is about protecting and enjoying it.

Your retirement years, however, are not the end of planning. They mark a new chapter that calls for flexibility and focus.

This Financial Planning Checklist for Retirees can help you stay proactive about your finances, review your goals, and adjust your plan as life evolves. A thoughtful approach can help ensure your wealth continues to support both your lifestyle and your legacy.

Enjoy the life you have worked hard to build with confidence.
https://bit.ly/4fGoXOp

Your approach to money says a lot about you.Some people are comfortable taking risks for growth. Others prefer knowing t...
05/22/2026

Your approach to money says a lot about you.
Some people are comfortable taking risks for growth. Others prefer knowing their savings are steady and secure. Neither is right or wrong. It’s simply your investor profile.

Your investor profile connects your goals, comfort level, and time horizon so your investments align with the life you want to build. If it’s been a while since you reviewed yours, think about how your goals or comfort level may have changed.

Life moves fast, and your plan should move with it. Knowing your investor profile can bring clarity and confidence to every financial decision.

https://bit.ly/3PF9bZE
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It's time to take a deep dive into your retirement plan and get answers that will help keep you on track to reach your r...
05/19/2026

It's time to take a deep dive into your retirement plan and get answers that will help keep you on track to reach your retirement goals. Connect today to get started.
https://bcove.video/4hlGMB8

Wealth transfer is about more than passing on assets. It’s about preparing the next generation to manage them wisely.Wit...
05/14/2026

Wealth transfer is about more than passing on assets. It’s about preparing the next generation to manage them wisely.
With the largest transfer of wealth in history underway, families who plan early and communicate openly are better positioned to preserve both their assets and their intentions. This article explores how proactive planning and next-generation engagement can help sustain your family’s financial legacy for years to come.

Read the article: https://bit.ly/3PEq9Hy

Growing your wealth is important. But protecting it from life’s unexpected turns is just as critical. Whether you're lau...
05/11/2026

Growing your wealth is important. But protecting it from life’s unexpected turns is just as critical. Whether you're launching your career, building a legacy, or preparing for retirement, each stage of life brings financial risks alongside opportunities A strong financial strategy accounts for both.
• Protect your income early on
• Shield what you’ve built as wealth grows
• Preserve your assets in retirement
Your plan shouldn’t just be built to grow. It should be built to last. Watch our video to see how a protection-first mindset can help you grow with confidence.
https://bcove.video/4l8VewQ

Like a crew team powering through rough waters, smart investing takes rhythm, focus, and avoiding knee-jerk moves. Stay ...
10/13/2025

Like a crew team powering through rough waters, smart investing takes rhythm, focus, and avoiding knee-jerk moves. Stay aligned with your long-term goals and keep moving forward. Explore strategies to help you stay on course.
https://bit.ly/472BC8r

10/07/2025

Looking to grow your business through real, meaningful referrals?

Our local networking group in the Bearden area meets every Tuesday morning from 7:30–9:00 AM, and we currently have a few key seats open for professionals who want to connect, collaborate, and build business through trusted relationships — not cold leads.

We’re specifically looking for:
👉 A P&C Insurance Agent
👉 A CPA / Tax Professional
👉 A Business Banker
👉 A Medicare Specialist
👉 An Employee Benefits Consultant
👉 An Estate Planning Attorney
👉 A Life / Disability Insurnace Agent

If you or someone you know fits one of these roles — and you value consistent referrals, strong local connections, and genuine professional growth — I’d love to have you join us one Tuesday morning to check it out.

📍 Bearden area
🕢 Tuesdays | 7:30–9:00 AM
Send me a quick message if you’d like an invite or more details — we’d love to meet you!

Just like the fall season reminds us to prepare for colder days ahead, it’s the perfect time to check in on your financi...
10/06/2025

Just like the fall season reminds us to prepare for colder days ahead, it’s the perfect time to check in on your financial goals. Whether you're saving for a big milestone or just want to feel more confident about your future, a solid strategy can make all the difference.
Let’s make sure your finances are ready for whatever the season brings — reach out today to start the conversation!

Money doesn’t have to come between you. It can bring you closer.For many couples, talking about finances is tough. Diffe...
10/03/2025

Money doesn’t have to come between you. It can bring you closer.

For many couples, talking about finances is tough. Different goals, priorities, and perspectives can make it hard to feel like you’re on the same page.

That’s where a financial plan helps. It gives you a way to talk openly, make decisions together, and feel more confident about the future you’re building.

To see how planning today, not “someday,” can make your goals clearer and your relationship stronger, watch this video, Plan Together, Grow Together.
https://bcove.video/4psC3Bd

Address

265 Brookview Centre Way Suite #102
Knoxville, TN
37919

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