Advanced Planning

As an Eagle Strategies Financial Adviser, I have access to the Advanced Planning Group - a premier planning team of New York Life Insurance Company with experience in law, accounting, insurance and business planning — who can assist you with your business and estate planning needs.

To learn more about these services, please click here to visit the Advanced Planning Group’s website.

Neither New York Life nor Eagle Strategies or any of their representatives provides legal or tax advice.

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Life moves pretty fast these days and situations happen even faster, however, you sure don't have to go though any of it alone, I am here to help from the most basic need to the most extraordinary, I offer all the simple solutions from single need based planning to the most comprehensive. Located in the Sandhills of Nebraska I am still one of the few that make Financial House Calls to serve my clients where there is a need to do so, and technology services are available from your location. We are more than happy to accommodate almost any schedule. During Calving, Planting, Tax and Harvest seasons I work hard to make it all work for you.