You are not alone, everyone does! Some ask specific questions like, "When will I be able to retire?" or "How will we survive financially if I can't work?" or “How much income will I have when I retire?” Others ask more generic questions like, “What are the rules for IRAs?” or “When can I collect Social Security?” or “How does the stock market work?”
My job as a financial adviser is to provide
you with answers to the financial questions you have. I can help you understand where you are financially - and how to get where you want to go. We use a strategic process, centered on you, to enable you to reach your financial goals. First, we’ll start with a detailed discussion about your current circumstances. Next, we’ll define and crystallize your goals. Then, we’ll determine if you’re on track by analyzing what you’ve done, how well it’s working, and whether it’s enough. We’ll make specific recommendations to your current plans and/or put new things in place, if needed. Lastly, we will review your customized financial plan and monitor your progress annually. Reach out to me at (608) 647-2637 or email me at [email protected] to schedule an appointment. 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. 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.
179 E Court Street
Richland Center, WI 53581
