WHO WE ARE

WHAT WE DO

Today most financial services companies - banks, brokerage firms and insurance companies - all seem to focus on the same products and services.

We set our sights on helping you find the right solutions. Whether it's simply helping you reposition your assets or implementing a complex series of tax-advantaged strategies*, we'll make it easier for you to make the right decision. As Investment Advisor Representatives (IARs) of Eagle Strategies LLC, a Registered Investment Adviser, Anthony Miller and Michelle (Shelly) Gams spend most of their time understanding what's important to you, not on promoting the "product of the day."

Whether you're the owner of a well-established business, an executive on the fast track, a retired citizen or someone about to receive a large inheritance, we can help you gain control over every aspect of your financial life: from personal finances to taxes*, investments#, insurance and estate preservation.

*We do not provide tax advice. #Investment products are offered through NYLIFE Securities LLC (Member FINRA/SIPC), a Licened Insurance Agency. Retirement Solutions is not owned or operated by NYLIFE Securities or its affiliates.

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DIRECTION

We provide you with

objective direction to help you navigate through complex financial, retirement and estate planning decisions.

CONFIDENCE

We provide you with

confidence as we support you throughout the implementation of well-designed financial strategies that “fit” you.

CAPABILITIES

We provide you with

expanded capabilities through the use of innovative techniques, tools, systems, structures and problem solving skills.

 

Bussiness Solutions

Helping Your Business Grow Don’t have a Harvard MBA? You're not alone. Most successful entrepreneurs started out with what seemed like a good idea and ended up running a business of their own. How can you learn to manage the business side of business? Read, study, ask lots of questions, and seek out sound advice from your tax, legal and financial advisors. You can also turn to us to discuss how the insurance and financial products that we offer can help you support your business growth plan.

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Calculators

Only 48% of U.S. workers have tried to determine how much they will need to save for a comfortable retirement.

Source: Employee Benefit Research Institute, 2015

How much retirement income will you need? How much life insurance is enough? What type of IRA is right for you?

Our financial calculators are designed as educational tools to help you estimate answers to common financial questions. They are not intended to predict future returns or results. Simply click on one of the general financial topics below and you'll find a selection of easy-to-use calculators about related financial topics.

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