Personal Solutions

Shelly provides individuals and families with innovative, cutting-edge products and services to help them grow, protect and conserve their wealth through all stages in life. Taking into account your needs, goals and tolerance to risk, she will work with you to bring clarity to where you’re going and how to get there. Some of her key services are detailed below.

Wealth Management and Retirement Planning

Shelly works with our clients to design and implement a variety of accumulation and retirement income plans, offering insurance products, investment programs ranging from separately managed portfolios of stocks and bonds to mutual funds, and access to third-party wealth management programs. Shelly offers a consistent process to ensure management of investment assets according to your risk tolerance and investment goals. She then monitors your plan on a continual basis, and adjust and evolve as your needs change.

Financial Planning

Through Eagle Strategies LLC Shelly provides personalized financial planning to our clients that is specific to several variables including their income, risk tolerance, values, and family. She works with each client to identify and prioritize their goals, explore options, establish effective strategies, construct and execute a plan, and assess the performance of the plan and make adjustments as needed.

Estate Planning

A well-engineered estate conservation plan can help minimize estate tax liability and ensure that loved ones are protected. We will work with you and your other advisors to assess the impact of state and federal taxes on your estate and suggest strategies to help minimize those taxes while meeting your personal philosophies and family needs.

Investment Management

Managing your wealth requires a clear understanding of your overall investment objectives. Through Eagle Strategies LLC, our comprehensive investment advisory capabilities utilize a disciplined investment approach that looks beyond traditional asset allocation, while addressing important factors such as risk tolerance levels and investment time horizons.

Asset Protection

There are numerous financial strategies and retirement income plans that can help you accumulate assets for the future and safeguard asset transfer to children and grandchildren. We can help you figure out what the right course of action is for your specific situation and objectives.

401(k) and IRA Rollovers

When you leave a job or retire, you have a decision to make regarding your 401(k) money. While leaving those assets in the former employer’s plan is an option, depending on your needs, a rollover to an IRA can be a strong consideration. We can help you determine the right course of action for you.

Disability and Long Term Care

To execute a sound retirement strategy, asset and income protection are a must. Designing a financial plan that encompasses long term care insurance and disability insurance* can create the necessary balance in a portfolio to help ensure stability and protection of assets.

Medicare Advantage/Medicare Supplements/
Prescription Drug Plans

You have so many Medicare options. Having the right Medicare plan for your needs is important during your retirement years. Medicare Advantage, Medicare Supplement or a Prescription Drug plan can help pay some of the health care costs that original Medicare doesn’t cover, like copayments, coinsurance and deductibles.

Charitable Planning

Charitable planning allows you to support the organizations and causes that matter to you, while providing income streams and reducing your tax burden. Numerous charitable giving strategies exist, and we can help you design and execute a charitable giving plan that is in alignment with your personal and philanthropic goals.

*Disability insurance products are available through one or more carriers not affiliated with New York Life, dependent on carrier authorization and product availability in your state or locality.

Financial planning and investment advisory services are offered through Eagle Strategies LLC, a Registered Investment Adviser