Eagle Strategies, Llc
Financial Advisor
Silver Transitions Financial & Insurance Solutions
Principal and Financial Advisor
Education:
John Dewey High School
University of California, Berkeley
Masters, Master of Arts, Economics
University at Buffalo
Bachelors, Bachelor of Arts, Economics
Skills:
Estate Planning Insurance Investments Retirement Planning Strategic Planning Wealth Life Insurance Retirement Public Speaking Risk Management Asset Allocation Succession Planning Multi Generational Planning Wealth Transfer Strategies Key Person Planning Asset Protection Charitable Giving Supplements To Employee Benefits Personal Finance Protection Planning/Family Security Life Insurance Strategies Legacy Planning Business Exit Strategy Business Insurance Planning Business Succession Planning Buy Sell Agreements Ira Rollovers Key Person Insurance Permanent Life Insurance Wealth Preservation Planning Licensed Life Insurance Agent Licensed In Long Term Care Insurance Annuity Sales Lifetime Income Strategies 401 Rollovers