How's your financial strategy coming along? That old adage, "People don't plan to fail, they fail to plan," can be especially true when it comes to finances. Given the current economy the best time to start taking control of your finances is today. However, being financially responsible doesn't just happen. It takes well informed advice and careful planning.
But where are you getting your financial advice? Newspapers? Magazines? Web sites? Cable TV? While financial media can often provide helpful information, it cannot take the place of the personalized advice an experienced financial adviser who is familiar with your particular situation can offer.
It's Never Too Late To Plan
No matter what stage of life you are in, you should have a strategy that helps meet your current financial needs while creating a path to help you reach long term financial goals. Whether you are starting out or nearing retirement, a strategy is necessary, and the good news is no matter what your age, it is never too late to start. A proactive approach now can help avoid disappointments later on.
Do you have concerns about any of the following?
Risk Management Planning
As a Financial Advisor with Eagle Strategies LLC, a Registered Investment Advisor, I can provide you with a customized plan to help address your concerns and help you achieve your financial objectives.
Please use my website as a resource, and do not hesitate to contact me for additional information or to schedule a meeting. Thank you for your interest.
Jack R. Knight 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 state of CA. No insurance business may be conducted outside the state referenced. CA Ins. Lic. # 0735934
Jack R. Knight is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency. In this regard, this communication is strictly intended for individuals residing in the state of CA. No offers may be made or accepted from any resident outside the specific state referenced.
Jack R. Knight is also separately registered as an investment advisor representative with Eagle Strategies LLC, a Registered Investment Advisor, offering advisory services in the state of CA. As such, these services are strictly intended for individuals residing in the specific state referenced.
Eagle Strategies LLC and NYLIFE Securities LLC are New York Life Companies.