Cassandra D. Fyles Graziano, Financial Advisor with Eagle Strategies LLC

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Cassandra D. Fyles Graziano, Financial Advisor with Eagle Strategies LLC 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.

139 Needham Hill
Orwell, VT 05760
802 989 2951

Any testimonial on this site is based on an individual’s experience and may not be representative of the experience of other customers. 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.

Year-end brings important financial deadlines and opportunities. Join New York Life’s Allen Hensley for a timely convers...
11/02/2026

Year-end brings important financial deadlines and opportunities. Join New York Life’s Allen Hensley for a timely conversation about retirement income, required minimum distributions (RMDs), gifting for children and grandchildren, and other year-end financial and tax considerations to keep in mind as you plan ahead.

Get practical insights to help you plan for the year ahead—register today to reserve your spot.

Deadlines & Opportunities: Year-End Financial Decisions
Live online event
Date: Thursday, Nov. 19, 2026
Time: 3 pm ET | 2 pm CT | 1 pm MT | 12 pm PT | 11 am AKT | 10 am HT
Register to attend: https://bit.ly/4A5PKuz

Registration code: 155218

Recent changes to required minimum distribution (RMD) rules may create new opportunities for retirement planning. Unders...
10/30/2026

Recent changes to required minimum distribution (RMD) rules may create new opportunities for retirement planning. Understanding when distributions begin and how these rules apply to your situation can play an important role in your retirement income strategy.

If you'd like to review how these changes could affect your retirement income plan and tax strategy, I'd be happy to help.

10/27/2026

Small actions taken consistently can make a meaningful difference over time. For many individuals, annual Roth IRA contributions may help create additional flexibility in retirement through the potential for tax-free growth.

While $8,000 per year may not seem significant on its own, the long-term impact can add up. If you'd like to explore how consistent saving could support your retirement goals, let's schedule time to discuss.

Learn more about what’s currently shaping the markets. Read this quarter’s edition of The Eagle Edge here.https://bit.ly...
10/26/2026

Learn more about what’s currently shaping the markets. Read this quarter’s edition of The Eagle Edge here.
https://bit.ly/4eTNGgV

10/22/2026

Life can be unpredictable. Having an emergency fund when the unexpected occurs, makes the unpredictable…predictable

Market headlines can be distracting, especially during periods of uncertainty. Yet history continues to highlight the im...
10/20/2026

Market headlines can be distracting, especially during periods of uncertainty. Yet history continues to highlight the importance of maintaining a disciplined investment strategy focused on long-term goals.

While short-term market fluctuations are inevitable, staying focused on your overall objectives may help you avoid making decisions based solely on temporary market movements. If recent volatility has raised questions, I'd be happy to discuss your strategy.

Many people assume Medicare will cover long-term care, but custodial care such as assisted living, nursing home stays, a...
10/19/2026

Many people assume Medicare will cover long-term care, but custodial care such as assisted living, nursing home stays, and help at home generally is not covered by Medicare.

Planning ahead can help protect retirement savings from unexpected care costs. This article looks at the funding gap, long-term care insurance, and other ways families may prepare for future care needs.
https://bit.ly/4zG9rJ6

There is no single retirement income strategy that works for everyone. Building retirement income often involves balanci...
10/08/2026

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.

One of the most overlooked pieces of an estate plan is insurance. But overlooking insurance can cause a bigger headache ...
10/06/2026

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

10/05/2026

We're proud to be named to Barron's 100 Best Annuities list for 2026.

At New York Life, we're committed to making annuities easier to understand and easier to use, helping you navigate retirement with greater confidence. We're honored by this recognition and remain dedicated to providing solutions designed to help you build a secure financial future and protect what matters most.

Read Barron’s article: https://bit.ly/4hKTGKK

New York Life Annuities is honored to be named to Barron's 100 Best Annuities list for 2026. This recognition reflects our ongoing commitment to helping financial professionals make retirement planning easier for their clients through solutions, tools, and support designed to bring greater clarity a...

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139 Needham Hill Road
Orwell, VT
05760

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