Solutions

Financial Planning

At Eagle Strategies, we offer an objective approach to financial planning. Working closely with you and your other advisers, we can develop a customized plan to address any of the following: Estate Planning, Business Planning, Retirement Planning, Education Planning, Investment Planning, and Charitable Planning.

The solutions we recommend and the strategies you decide to implement will depend on your personal circumstances and objectives.

Investment Advisory Services

In today’s challenging investment environment, there are no simple solutions. Success is achieved through a well-conceived investment strategy.

However, with over 22,000 entities that can call themselves money managers and over 10,000 mutual funds to choose from, creating an effective strategy can be a labor-intensive, time-consuming process. Through our relationships with independent, top-tier investment firms, I can help simplify the process.

We do not charge commissions. Instead, we charge an annual fee that is based on the assets we manage. This helps ensure our interests are aligned with yours: protecting and growing your investments.

Through our various investment programs — ranging from separately managed portfolios of stocks and bonds to mutual fund accounts — we can personalize your investment portfolio to help you meet your financial goals.

Disclosure

David Boynton 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 states of AZ, CA (CA Insurance License #0A94679), CO, ID, NV, OR, TN, TX, UT, and WA. No insurance business may be conducted outside the states referenced.

David Boynton 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, 2020 Main St Fl 10, Irvine, CA, 92614, 949-797-2436. In this regard, this communication is strictly intended for individuals residing in the states of AZ, CA, ID, NV, OR, UT, and WA. No offers may be made or accepted from any resident outside the specific states referenced.

David Boynton 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 AZ, CA, ID, NV, OR, UT, and WA. As such, these services are strictly intended for individuals residing in the states referenced.

The Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals®, is recognized globally as the standard of excellence for life insurance sales performance in the insurance and financial services industry.

Neither New York Life Insurance Company nor its agents or affiliates provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.

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