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Now, to what it's all about...
Wouldn't you agree that planning your family's future is important? But did you know most people spend more time planning their next weekend or vacation than they do on their financial future? As with most other things in life, the key to achieving your long term financial future is planning. Whatever your goals may be - children's education, family & lifestyle protection, retirement security or business succesion, chances are these things won't happen by accident. It's important to determine what you would like to achieve financially, then map out a strategy that will help you meet those goals. The good news is that it's never too late to start. But who do you turn to for help? Who can you trust?
Luckily, you don't have to do it alone. As a Financial Adviser with Eagle Strategies LLC, I am a trained professional who can help you identify your financial needs, then determine which financial products and strategies can best help meet your objectives. I've achieved the professional designations for life insurance of LUTCF and Long-Term Care of CLTC.
My family and community are important to me. I was a Navy officer for 10 years, then moved to Richmond. After serving the power industry for 9 years, my faith led me to begin serving YOU full time as a professional financial adviser in 2001. My daughter Jordan is a graduate of Virginia Tech and the Nursing School at VCU. She is a full-time registered nurse in the Mother-Infant Unit at VCU Medical Center. My son Conner is a former cadet in the Virginia Tech Corps, playing tuba in the Highty-Tighties. Now he's computer networking/IT professional at King's Dominion. I am very passionate about Passion Community Church, serving as a Small Group Leader. I'm an avid hunter and fisherman and I love boating either on the river on weekends or salt water with a fishing rod in my hand. As a US Coast Guard licensed captain, I like skippering larger boats whenever I can.
Thank you for your interest. Let's start planning our future ...
Neither New York life Insurance Company, nor Eagle Strategies LLC, or any of their representatives provides tax, legal or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions.