Evelyn Tai, Financial Adviser with Eagle Strategies LLC

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Sunrise, FL
Evelyn Tai, Financial Adviser with Eagle Strategies LLC

Offering investment advisory services through Eagle Strategies LLC. Please contact me to help you fully analyze your needs and recommend appropriate solutions.

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. 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 wi

th 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.

1300 Concord Terrace,
Fl 5th
Sunrise, Florida 33323
(954)772-5200

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. 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. My California Insurance license number is 0E33942.

02/04/2026

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

12/26/2025

A thoughtful approach to taxes can do more than just reduce what you owe each year. It can help your money work harder over time.
By reviewing your tax return with an advisor, you may uncover opportunities to invest more efficiently, time income and withdrawals wisely, and make charitable giving even more rewarding.
This fact sheet explains how taking a tax-aware approach today can create lasting benefits for your financial future. Read more: https://bit.ly/4pVK1mw

12/25/2025

Merry Christmas! May this season be full of light and laughter for you and your family.

12/24/2025

In today’s job market, finding great people is hard—but keeping them can be even harder. Robert Keebler’s guide for business owners explores how thoughtful retention strategies—from flexible work options and recognition programs to long-term incentives like profit-sharing and deferred compensation—can dramatically improve employee satisfaction and retention. Once you’ve read the article, let’s talk about how you can reward loyalty and strengthen your company’s future. https://bit.ly/3KPjvMl

12/23/2025

Wealth transfer is about more than passing on assets. It’s about preparing the next generation to manage them wisely.
With the largest transfer of wealth in history underway, families who plan early and communicate openly are better positioned to preserve both their assets and their intentions. This article explores how proactive planning and next-generation engagement can help sustain your family’s financial legacy for years to come.

Read the article: https://bit.ly/3KZed0O

12/22/2025

If you could not attend the 2025 Advisor Symposium, I invite you to watch the program replay – the discussions around trust planning for business owners, bridging business and estate planning, and retirement asset strategies are packed with practical insights we can use right away. Hats off to Jeff Chadwick, Patricia Annino, Christopher Hoyt, and Allen Hensley for making complex topics both engaging and relevant. It’s a great resource for any advisor who wants to stay sharp in today’s changing planning environment. Watch the full program here - https://bit.ly/3YHeTLi

12/21/2025

Smart planning and strategic management of distributions from your own or inherited retirement accounts can boost their value and better align them with your estate and business goals. Curious how? This article describes best practices such as working with top financial professionals, exploring stretch IRAs, and integrating accounts into trusts to optimize wealth transfer and minimize estate taxes. When you’re ready to learn more rules of the road, let’s look at how these strategies can secure your retirement and protect your legacy for generations to come. https://bit.ly/3Y7fEx1

12/19/2025

Required minimum distributions can feel complex but managing them is an essential piece of a client’s overall financial strategy. Whether tackling RMDs from traditional accounts or considering Roth conversions, taking a holistic approach will help to minimize tax liabilities, strategize timing for withdrawals, and preserve wealth for the next generation. Read this article to learn more about effective RMD strategies and how we can partner to strengthen our client relationships. https://bit.ly/4jbSW0E

12/16/2025

The first debate between Donald Trump and Kamala Harris has investors talking about what’s at stake in the U.S. election and who could win. Host Lauren Goodwin welcomes Jeff Bush of the Washington Update for his take on all things politics.
https://bit.ly/48IFcqo

12/15/2025

U.S. equity valuations are high, but the market continues to climb. This leads to the question: can the rally keep going? This week's discusses why the party might not be over just yet and considers trigger points for when it's time to reallocate. https://bit.ly/4rUUf7Q

12/14/2025

Wishing you a vibrant Holi filled with love, color, and laughter.

12/13/2025

Eid Mubarak! May the next Eid find you in good health and wellness.

Address

1300 Concord Ter, Fl 5th
Sunrise, FL
33323

Website

http://www.evelyntai.com/

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