Providing you clarity, so you can make informed decisions with confidence.
Explore retirement planning, investment options, and approaches to align your resources with both short-term priorities and long-term goals.
Review life, disability, and cost of care coverage, along with asset protection strategies that may help provide security for you and your family.
Learn about inheritance strategies, tax planning strategy considerations, and ways to prepare for the transfer of assets to your family in the future.

Sarah Smith, ChFC®, provides individualized guidance backed by the resources of Eagle Strategies, LLC and New York Life. As a Chartered Financial Consultant, Sarah has advanced training in comprehensive financial planning, allowing her to take a broader view of your financial life and help you consider how different strategies work together.
She listens carefully, explains options in straightforward language, and partners with you to build a plan that reflects your priorities, your values, and your stage of life.
Schedule a consultation and explore strategies that work for you and your family

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