Inez Aznar, Financial Planner with Eagle Strategies LLC

Inez Aznar, Financial Planner with Eagle Strategies LLC Financial Advisor • Helping Families & Professionals Build Tax-Smart, Purpose-Driven Wealth • Advocate for Generational Financial Freedom

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 thro

ugh 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. I am not licensed in all jurisdictions. 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. One World Trade Center
285 Fulton Street, 39th Floor
New York, NY 10007
Office: (212) 669-1661
Mobile: (718) 509-2692

My California Insurance license number is 0H46216

Tax season can feel overwhelming, but a few simple organizational strategies can go a long way. This article from the As...
04/09/2026

Tax season can feel overwhelming, but a few simple organizational strategies can go a long way. This article from the Associated Press covers the key steps to take before you finish filing:

https://bit.ly/4c0iwUb

And if tax season has you thinking about your broader financial picture, feel free to reach out. I’m here.

I do not provide tax advice. Please consult with your own tax advisor for tax advice.

A lot of people assume debt is something they'll leave behind when they retire. But Federal Reserve data tells a differe...
03/12/2026

A lot of people assume debt is something they'll leave behind when they retire. But Federal Reserve data tells a different story. This piece takes a close look at the types of debt retirees are carrying and some practical ways to manage it on a fixed income:

https://bit.ly/4sDGc66

If you have questions on financial and retirement strategies, I'd love to connect and talk it through.

Life insurance is a love that transcends language!
02/28/2026

Life insurance is a love that transcends language!

A common motivation behind the purchase of life insurance is love. People want to protect their loved ones.
02/27/2026

A common motivation behind the purchase of life insurance is love. People want to protect their loved ones.

Saving aggressively for early retirement sounds great in theory, but for one financial coach, it nearly cost him his mar...
02/26/2026

Saving aggressively for early retirement sounds great in theory, but for one financial coach, it nearly cost him his marriage. This CNBC article shares how he and his wife found a more balanced approach called "Coast FIRE," and how it's helped them prioritize both financial security and time together:

https://cnb.cx/4aN89kQ

If you're thinking about your own path to retirement, and how to enjoy the journey along the way, let's connect. I'd love to help.

You had me at life insurance.
02/25/2026

You had me at life insurance.

Life insurance is love insurance!
02/23/2026

Life insurance is love insurance!

Stephen sadly lost his young wife to cancer. Her life insurance policy helped her family pull through. You're never too ...
02/20/2026

Stephen sadly lost his young wife to cancer. Her life insurance policy helped her family pull through. You're never too young to get life insurance and

You can't always predict the future, but you can give yourself and your loved ones peace of mind.
02/18/2026

You can't always predict the future, but you can give yourself and your loved ones peace of mind.

02/17/2026

新年快樂. May the year of the horse bring you opportunities for personal growth, new wisdom, and good fortune.

Today is a moment to reflect on leadership, responsibility, and service — values that matter in every community and ever...
02/16/2026

Today is a moment to reflect on leadership, responsibility, and service — values that matter in every community and every generation.
Happy Presidents’ Day!

Address

285 Fulton Street, 39th Floor
New York, NY
10007

Telephone

+17185092692

Website

Alerts

Be the first to know and let us send you an email when Inez Aznar, Financial Planner 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.

Contact The Business

Send a message to Inez Aznar, Financial Planner with Eagle Strategies LLC:

Shortcuts

Share

Category