About Eagle Strategies

FINANCIAL PLANNING

Eagle Strategies LLC, A Registered Investment Adviser, offers an objective approach to financial planning. The strategies we recommend will be customized to address your personal circumstances and objectives. You may choose to work with me on a more comprehensive basis, or limit the scope and focus of your plan to address just a few planning concepts.

INVESTMENT ADVISORY SERVICES

Eagle Strategies offers a number of fee-based asset management programs, helping to ensure that our interests are aligned with yours: Protecting and growing your investments.

Through our asset management partnerships, clients of Eagle Strategies have access to separately managed accounts and mutual fund wrap accounts.

Our programs provide quarterly performance reports and consolidated statements, ongoing monitoring and a comprehensive, annual fee based upon a percentage of assets under management. Other miscellaneous charges may apply.

Disclosure

Richard Jackson is an agent 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 KY, and OH. No insurance business may be conducted outside the states referenced.

Richard Jackson 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, 5905 E Galbraith Rd Ste 4000, Cincinnati, OH, 45236, 513-297-0097. In this regard, this communication is strictly intended for individuals residing in the states of IN, KY, and OH. No offers may be made or accepted from any resident outside the specific states referenced.

Richard Jackson 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 IN, KY, and OH. As such, these services are strictly intended for individuals residing in the states referenced.

JACKSON WEALTH STRATEGIES, LTD is not owned or operated by NYLIFE Securities LLC or its affiliates.

Neither JACKSON WEALTH STRATEGIES, LTD nor its associates are in the business of offering tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.

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