Services
Investment Management
Eagle Strategies LLC, is a Registered Investment Adviser and an indirect, wholly owned subsidiary of New York Life Insurance Company, and is a provider of holistic investment advisory and financial planning services. Our financial advisors leverage Eagle’s sophisticated wealth management platform, comprised of many of today’s leading investment managers, to design customized investment solutions to help address their clients’ unique investment objectives and risk tolerance levels. The breadth of investment knowledge of our Financial Advisors, coupled with the support of Eagle’s diverse team of investment experts, allows them to provide the continuous financial guidance needed to help clients achieve long-term financial success.
Investment Advisory
Finanical Planning
Investment Advisory Service Offerings
BUSINESS SERVICES
Here at Hamada Financial Group, LLC, we offer a wide array of services to help business owners address their financial needs at every stage of the business life cycle. Taking into account their personal values and financial goals, we create and execute customized strategies to help entrepreneurs meet their objectives. Some of our key services are detailed below.
Executive Benefits
Succession Planning
Key Person Insurance
Buy-Sell Agreements
Deferred Compensation
Life Plan
Family/
Individual Services
Hamada Financial Group, LLC 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, we will work with you to bring clarity to where you're going and how to get there. Some of our key services are detailed below.
Estate Planning
Asset Protection
Charitable Planning
Lifetime of Hope
Navigating Income Tax
Charitable Corner
Wealth Management
Retirement Plans
401(K) and IRA Rollovers*
Disability and Extended Care Needs
Financial Advising/Investments
*When considering rolling over the proceeds from your retirement plan to another tax-qualified vehicle, note that you have options, including leaving the funds in your existing plan, or rolling it over to a new employer’s plan. Depending on the option you select, there may be fees, expenses, and taxes upon withdrawal.
Insurance & Annuities
The team at Hamada Financial Group, LLC are trained professionals who can help you identify your financial needs and then determine which financial and insurance products can best help you meet your objectives. Some of the products we often use to serve the needs of our clients include:
LIfe Insurance
Whole Life
Term Life
Universal Life
SurvivorShip Life
Long Term Care & Disability Insurance
Annuities
