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Renee Millick, Financial Advisor with Eagle Strategies LLC

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United States
Phoenix, AZ
Renee Millick, Financial Advisor with Eagle Strategies LLC

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I work with individuals and families, primarily retirees and those approaching retirement, who want clarity around their financial future.

Financial Advisor offering investment advisory services through Eagle Strategies LLC

Financial Services Professional offering products and services through NYLIFE Securities LLC

Agent licensed to sell insurance Many people I meet are unsure if they’re paying too much in fees, whether their savings can truly support their lifestyle, or how to create reliable income that lasts as long as they do. I help identify gaps, simplify complex financial situations, and provide guidance so clients can make more confident decisions around retirement income, long-term care planning, and leaving a legacy for the people they care about. I am an Agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies. Additionally, I am a Registered Representative of and offer securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), A Licensed Insurance Agency and a New York Life Company. I am also a Financial Advisor offering investment advisory services through Eagle Strategies LLC. Eagle Strategies LLC and NYLIFE Securities LLC are New York Life Companies.

2355 E. Camelback Road, Ste 750, Phoenix AZ 85016
623-293-7156

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. CA License # 4121529

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.

10/31/2026

Have you made any of these financial mistakes? Read this article from AARP that outlines some ways you can avoid (or fix) these money pitfalls and protect your assets.

Here’s how to avoid financial gaffes that can harm your quality of life as you age

10/28/2026

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

10/26/2026

Periods of market volatility can create uncertainty, particularly for those relying on retirement income. Having a strategy to support essential income needs may help provide greater flexibility when markets become unpredictable.

If you have concerns about market shifts, let’s schedule time to review how your current approach is positioned for changing market conditions.

10/16/2026

“When should I take Social Security?”

It sounds like a simple question. It usually isn’t.

Taking it early, waiting, or somewhere in between can depend on things like:
- Whether you’re still working
- Other income you have
- Your spouse’s benefits
- Taxes
- Health
- How long you may need your retirement income to last

The earliest age you can claim isn’t automatically the age that makes the most sense for you. And waiting isn’t automatically better either.

The real question isn’t just: “What age should I claim?”
It’s: “How does Social Security fit into the rest of my retirement income and tax plan?”

10/13/2026

Many retirement plans focus on income and investments, but healthcare and extended care expenses are often overlooked. These costs can have a meaningful impact on long-term financial security.

Planning ahead may help you prepare for future healthcare-related needs and provide greater confidence in retirement. Reach out if you’d like to discuss how extended care planning fits into your overall strategy.

10/10/2026

Retirement planning is fun until the air conditioner, car, and dentist all decide to form an alliance. 😄

Life happens!
A major repair.
A medical bill.
A family emergency.
Something expensive that was definitely not on the calendar.

That’s why not every dollar needs to be invested or tied up. Having money that is easy to access can be an important part of a financial plan.

A good plan should help prepare for both:
The things you’re planning for… and the things you’re not.

Sometimes the boring money is the money that saves the day!

10/07/2026

Having retirement savings and having a retirement income plan are not the same thing!

You can have a healthy 401k, IRA, or investment account and still wonder:
“How do I actually turn this into a paycheck?”

Retirement changes the question. It’s no longer just:
“How much have I saved?”

It becomes:
How much income do I need?
Where should it come from?
How long does it need to last?
What happens when the market is down?

Saving for retirement is one job. Filling the retirement gaps, and creating income from it is another!

10/04/2026

The way retirement income is taxed can change depending on when assets are accessed and which accounts are used for income. Understanding these dynamics may help support more informed decisions over time.

If you'd like to discuss how taxes could affect your retirement income strategy, let’s schedule some time to talk.

09/30/2026

Life insurance is key for small business owners.

Address

2355 E. Camelback Road, Ste 750
Phoenix, AZ
85016

Opening Hours

Monday	8am - 8pm
Tuesday	8am - 8pm
Wednesday	8am - 8pm
Thursday	8am - 8pm
Friday	8am - 8pm
Saturday	8am - 8pm
Sunday	8am - 8pm

Telephone

+16232937156

Website

https://www.newyorklife.com/agent/rjmillick, https://calendly.com/rjmillick-ft

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