Amy Pierce, Financial Advisor with Eagle Strategies LLC

Home
United States
Maitland, FL
Amy Pierce, Financial Advisor with Eagle Strategies LLC

Call Directions Website Contact the business

Financial Advisor 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 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. Orlando General Office
495 North Keller Road, Suite 150
m(407) 340-7756 t(321) 521-2805

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.

11/05/2026

𝗡𝗼𝘃𝗲𝗺𝗯𝗲𝗿 𝗶𝘀 𝗡𝗮𝘁𝗶𝗼𝗻𝗮𝗹 𝗙𝗮𝗺𝗶𝗹𝘆 𝗖𝗮𝗿𝗲𝗴𝗶𝘃𝗲𝗿𝘀 𝗠𝗼𝗻𝘁𝗵!

Caring for a loved one is an incredible act of love, but it can also come with emotional, physical, and financial responsibilities.

Whether you're helping an aging parent, supporting a spouse, or caring for a family member with special needs, having important information organized can make managing those responsibilities a little easier.

𝗛𝗲𝗿𝗲 𝗮𝗿𝗲 𝟱 𝘁𝗵𝗶𝗻𝗴𝘀 𝗲𝘃𝗲𝗿𝘆 𝗳𝗮𝗺𝗶𝗹𝘆 𝗰𝗮𝗿𝗲𝗴𝗶𝘃𝗲𝗿 𝘀𝗵𝗼𝘂𝗹𝗱 𝗰𝗼𝗻𝘀𝗶𝗱𝗲𝗿:

𝟭. 𝗢𝗿𝗴𝗮𝗻𝗶𝘇𝗲 𝗶𝗺𝗽𝗼𝗿𝘁𝗮𝗻𝘁 𝗱𝗼𝗰𝘂𝗺𝗲𝗻𝘁𝘀.
Know where to find insurance policies, healthcare information, financial account details, and estate planning documents.

𝟮. 𝗥𝗲𝘃𝗶𝗲𝘄 𝗹𝗲𝗴𝗮𝗹 𝗮𝘂𝘁𝗵𝗼𝗿𝗶𝘇𝗮𝘁𝗶𝗼𝗻𝘀.
Make sure appropriate documents, such as healthcare directives and powers of attorney, are in place. These can help establish who is authorized to make decisions when someone cannot make them independently.

𝟯. 𝗨𝗻𝗱𝗲𝗿𝘀𝘁𝗮𝗻𝗱 𝘁𝗵𝗲 𝗰𝗼𝘀𝘁 𝗼𝗳 𝗰𝗮𝗿𝗲.
Research the costs of in-home assistance, adult day care, assisted living, and other care options in your area.

𝟰. 𝗞𝗲𝗲𝗽 𝘁𝗿𝗮𝗰𝗸 𝗼𝗳 𝗰𝗮𝗿𝗲𝗴𝗶𝘃𝗶𝗻𝗴 𝗲𝘅𝗽𝗲𝗻𝘀𝗲𝘀.
Transportation, medical supplies, home modifications, and time away from work can add up. Keeping records can help families understand the financial impact of caregiving.

𝟱. 𝗖𝗿𝗲𝗮𝘁𝗲 𝗮 𝗳𝗮𝗺𝗶𝗹𝘆 𝗰𝗼𝗺𝗺𝘂𝗻𝗶𝗰𝗮𝘁𝗶𝗼𝗻 𝗽𝗹𝗮𝗻.
Discuss responsibilities, emergency contacts, medical preferences, and where important information is stored. Having these conversations early can help prevent confusion later.

𝗔 𝗹𝗶𝘁𝘁𝗹𝗲 𝗽𝗿𝗲𝗽𝗮𝗿𝗮𝘁𝗶𝗼𝗻 𝘁𝗼𝗱𝗮𝘆 𝗰𝗮𝗻 𝗺𝗮𝗸𝗲 𝗮 𝗺𝗲𝗮𝗻𝗶𝗻𝗴𝗳𝘂𝗹 𝗱𝗶𝗳𝗳𝗲𝗿𝗲𝗻𝗰𝗲 𝘄𝗵𝗲𝗻 𝘆𝗼𝘂𝗿 𝗳𝗮𝗺𝗶𝗹𝘆 𝗻𝗲𝗲𝗱𝘀 𝗶𝘁 𝗺𝗼𝘀𝘁.

This November, take a moment to recognize the caregivers in your life. Their time, dedication, and compassion deserve appreciation.

10/29/2026

Life changes. But sometimes beneficiary designations don’t change with it.

This Kiplinger article is a helpful reminder of why it is so important to periodically review the beneficiaries on your retirement accounts, life insurance policies, and other accounts to make sure they still reflect your wishes.

Check out the article here:

https://bit.ly/4sDsv8M

If you have questions about your own beneficiary choices, send me a message.

10/28/2026

𝗕𝗲𝗳𝗼𝗿𝗲 𝗢𝗰𝘁𝗼𝗯𝗲𝗿 𝗲𝗻𝗱𝘀, 𝗱𝗼 𝗮 𝟭𝟬-𝗺𝗶𝗻𝘂𝘁𝗲 𝗯𝗲𝗻𝗲𝗳𝗶𝗰𝗶𝗮𝗿𝘆 𝗰𝗵𝗲𝗰𝗸!

When was the last time you looked at the beneficiaries listed on your financial accounts?

Take 10 minutes this week and review the beneficiary information on accounts such as:

✓ Employer retirement plans

✓ IRAs and other retirement accounts

✓ Life insurance policies

✓ Annuities

✓ Other accounts that allow beneficiary designations

As you review them, ask yourself:

✓ Is everyone I have listed still the person I intend?

✓ Have I experienced a marriage, divorce, birth, death or other major family change?

✓ Have I named contingent beneficiaries where appropriate?

✓ Is the contact information I have on file current?

✓ Are any beneficiaries still listed under an old name?

Even if you don't make any changes, knowing what you currently have on file is a worthwhile financial housekeeping task.

Add "beneficiary check" to your financial to-do list this week and cross it off before November!

10/24/2026

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

10/21/2026

Estate planning tips on social media don't always contain misinformation, but what worked for one family may end up causing yours a whole heap of trouble.

10/18/2026

𝗜𝗜𝘁’𝘀 𝗡𝗮𝘁𝗶𝗼𝗻𝗮𝗹 𝗘𝘀𝘁𝗮𝘁𝗲 𝗣𝗹𝗮𝗻𝗻𝗶𝗻𝗴 𝗔𝘄𝗮𝗿𝗲𝗻𝗲𝘀𝘀 𝗪𝗲𝗲𝗸!

Estate planning isn't only about what happens to your assets. It's also about making sure your wishes are documented and the right people have the information they may need.

Use this week for a quick estate planning checkup:

✓ Do you have a current will?

✓ If you have minor children, have you addressed guardianship in your will?

✓ Have you documented your wishes regarding medical care if you're unable to communicate them yourself?

✓ Have you designated someone to make medical decisions on your behalf if necessary?

✓ Have you designated someone who can handle financial matters on your behalf if necessary?

✓ Are your important financial and estate documents organized in one place?

✓ Do the appropriate people know where those documents can be found?

Already have an estate plan? Don't just check the box and forget about it.

Family circumstances, finances and laws can change over time. Review your plan periodically and after major life events to make sure it still reflects your wishes.

This week, pick one item on the list and check it off.

10/15/2026

Warren Buffett, Beyoncé, Jay-Z and Shaquille O’Neal have all shared their thoughts on inheritance—and their approaches may surprise you.

This Kiplinger article looks at how several well-known people think about passing wealth to the next generation, and raises an interesting question: What do you want the wealth you’ve built to do for the people you care about?

Check out the article here:

https://bit.ly/3TXlqmk

If it gets you thinking about your own plans, send me a message.

10/12/2026

𝗧𝗼𝗱𝗮𝘆 𝗶𝘀 𝗡𝗮𝘁𝗶𝗼𝗻𝗮𝗹 𝗦𝗮𝘃𝗶𝗻𝗴𝘀 𝗗𝗮𝘆!

Saving money is easier when your savings have a purpose. Instead of thinking of savings as one big bucket, try giving your dollars different jobs.

Take a few minutes today and think about your savings in three categories:

✓ NOW
Money set aside for emergencies and unexpected expenses.

✓ SOON
Money for goals in the next few years, such as a vacation, home repairs, a vehicle, or another major purchase.

✓ LATER
Money you're setting aside for long-term goals, such as retirement or education.

Try this: Look at what you currently have saved and ask yourself, "What is this money actually for?"

If the answer is "everything," consider writing down your individual savings goals and how much you'd like to have available for each one.

You don't have to save for every goal at once. Knowing what you're saving FOR can be a great first step.

10/08/2026

Can’t wait for next year’s Golf Tournament! ⛳️

10/07/2026

𝗧𝗼𝗱𝗮𝘆 𝗶𝘀 𝗪𝗼𝗿𝗹𝗱 𝗙𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗣𝗹𝗮𝗻𝗻𝗶𝗻𝗴 𝗗𝗮𝘆!

Financial planning doesn’t have to mean having everything figured out. Sometimes the best place to start is simply understanding where you are today.

Take 15 minutes and ask yourself:

✓ Do I know how much I spend each month?

✓ Do I have an emergency fund for unexpected expenses?

✓ Do I know the balances and interest rates on my debts?

✓ Do I know how much I’m currently saving for retirement?

✓ Have I written down my short-term and long-term financial goals?

You don’t need to tackle everything at once. Pick one area you’re unsure about and make that your financial task for the week.

Small steps toward better organization can make your overall financial picture much easier to understand.

Address

495 North Keller Road
Maitland, FL
34769

Telephone

(407)3407756

Website

https://www.newyorklife.com/agent/apierce05

Alerts

Be the first to know and let us send you an email when Amy Pierce, Financial Advisor with Eagle Strategies LLC posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.