Anthony has helped clients achieve their financial, business and estate planning goals since 1991. He is a teacher and a high achiever among his peers and in his community.Read More
Shelly Gams is a country girl at heart who grew up in Cowley, Wyoming on a Texas Longhorn Ranch with her parents and two older brothers. There she learned to ride horses and four wheelers and grew to love the open spaces of the West.Read More
Joseph (Justin) Dowler has successfully helped clients with retirement planning, income distribution, wealth preservation and estate planning for more than nine years. He joined Retirement Solutions in 2009.Read More
Paul began helping clients with financial planning, investments and insurance in 1989. Financial Planning is his passion and his emphasis here on the Retirement Solutions team.Read More
Adam Gross offers personalized strategies for his clients as a financial services professional. He joined Retirement Solutions in 2014.Read More
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.
objective direction to help you navigate through complex financial, retirement and estate planning decisions.
confidence as we support you throughout the implementation of well-designed financial strategies that “fit” you.
expanded capabilities through the use of innovative techniques, tools, systems, structures and problem solving skills.
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.Read More
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.Read More