Financial Planning

Our goal is to help you achieve both your current and future financial goals. By creating a complete model of your current financial situation, we are able to objectively assess any gaps in your financial plans. When gaps exist, we aim to resolve them with you. Whether it is education funding for a child or a grandchild, transferring wealth to future generations, or saving for retirement or a special project, your SCG Financial Adviser can help you turn your financial planning goals into reality. Possible financial planning issues include, but are not limited to:

  • Identifying Financial & Retirement Goals
  • Cash Flow & Net Worth Analysis
  • Funding Specific Goals or Life Events
  • Understanding Financial Resources
  • Corporate Benefits (including Compensation and Stock Options) Planning
  • Debt Management
  • Retirement Income Modeling

* Eagle Strategies LLC is a Registered Investment Adviser and an indirect, wholly-owned subsidiary of New York Life. Your SCG Financial Advisor and Eagle Strategies LLC work together to provide you with investment advisory and financial planning services.
** Securities offered by NYLIFE Securities LLC (member FINRA/SIPC), a Licensed Insurance Agency and a New York Life company.

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