Advanced Planning

As a Financial Adviser with Eagle Strategies LLC, I have exclusive access to the Advanced Planning Group -- a premier planning team with expertise in law, accounting, financial planning and insurance. My access to these resources allows me to bring experience, value and insight to your planning situation and assist you with your business and estate planning needs.

Eagle Strategies LLC’s dedication of resources to the advanced markets is among the finest in the industry...

Company Commitment

Eagle Strategies LLC Insurance Company’s incomparable dedication of resources to advisers working with affluent individuals and business owners is evidenced by our veteran team of nearly twenty professionals who hold numerous advanced degrees and certifications in law, accounting, financial planning and insurance.


Because the Advanced Planning Group supports advisers who have a nationwide clientele, the group has insight consulting on estate and business plans at all levels of wealth across all 50 states. The Advanced Planning Group is called to action to advise on hundreds of business and estate plans each year; and that means your Eagle Strategies LLC adviser can bring experience, value and insight to your planning situation.


The Advanced Planning Group collectively leverages years of practical experience as lawyers, accountants and financial service providers to offer Eagle Strategies LLC advisers unparalleled assistance in estate, business, and life insurance planning.


Eagle Strategies LLC’s Advanced Planning Group has the expertise to support a variety of clients’ needs including:

  • Estate tax planning
  • Business and nonqualified executive benefit planning
  • Charitable planning
  • Transnational (non-US citizen) planning
  • Retirement distribution planning
  • Sophisticated life insurance planning


Cultural Diversity

The Advanced Planning Group has bilingual Advanced Planning Consultants who specialize in serving the following cultural markets: Hispanic, Korean and Chinese (with language skills in Cantonese, Korean, Mandarin, Spanish and Taiwanese).


The Advanced Planning Group is a resource exclusively for the use of Eagle Strategies LLC advisers when working with high-end clients.

*Neither Eagle Strategies LLC nor any of its employess or financial advisors provide tax, legal or accounting advice. Individuals should consult with their own tax, legal or accounting advisors before implementing any planning strategies.