Investment Advisory Services

What do you include when asked to determine the value of your total economic wealth? If you are like most savvy investors, you probably turn to a balance sheet of financial assets such as stocks, bonds, mutual funds, real estate holdings, and retirement savings accounts to calculate your financial net worth. This traditional definition of wealth, however, is incomplete. It overlooks what may be your largest asset – your "human capital".

Human capital is the value of all your expected future income, including your pension income and Social Security benefits. Our solution evaluates your current income, your savings rate, and your work or retirement situation to determine how large an asset human capital is for you and its effect on your overall asset allocation.

Your human capital should drive insurance selection and asset allocation decisions in pre-retirement and retirement. In pre-retirement, incorporate insurance into your asset allocation to help mitigate risk and enhance the economic value of your portfolio. In retirement, use guaranteed lifetime income* to hedge against the risk of outliving your retirement savings.

Eagle Strategies' Investment Advisory Services

Eagle Strategies provides managed account solutions that provide you with all the benefits of a comprehensive investment management service and access to an extensive universe of mutual funds, fund advisory portfolios, and separately managed account managers all tailored to your needs in a simplified approach focused on maximizing value over your entire lifetime.

Several Experts Under One Comprehensive Solution

Eagle Strategies' Investment Advisory Services marks a unique advance in wealth management by bringing together an innovative approach to insurance product selection and rigorous investment management from several third party money managers to create an integrated investment and insurance strategy to help meet your financial goals. For a free Investment Advisory consultation please contact me today!

*Refers to fixed annuity products. Guarantees are backed by the claims-paying ability of the issuer.

Disclosure

David Compas is an agent of and licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of AR (AR Insurance License #6984410), CA (CA Insurance License #0H03716), MN, and TX. No insurance business may be conducted outside the states referenced.

David Compas is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 5231 132nd St W, Apple Valley, MN, 55124, 952-897-5013. In this regard, this communication is strictly intended for individuals residing in the states of AR, MN, NM, and WI. No offers may be made or accepted from any resident outside the specific states referenced.

David Compas is also a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser, and a wholly-owned subsidiary of New York Life Insurance Company, offering advisory services in the states of AR, AZ, CA, MN, NM, SD, TX, and WI. As such, these services are strictly intended for individuals residing in the states referenced.

Neither New York Life Insurance Company nor its agents or affiliates provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.