Circle of Services

Graphic of the services we provide our clients

Eagle Strategies, LLC

a Registered Investment Advisory Service

  • Investment & Wealth Management
  • Fee-Based Financial Planning*
  • Samuel K. Yakubu CLU®, ChFC®, LUTCF, Financial Planner

Advanced Planning Group

A service of New York Life Insurance Company

  • Estate Planning
  • Business Succession
  • Charitable Planning

For Business Owners/Executives

  • Executive Benefits
  • Employee Benefits
  • Qualified Retirement Planning
    • 401(k) plans
    • SEP
    • Simple IRAs
    • Solo 401K
  • Disability/Buy Out Planning
  • Buy/Sell Planning
  • Succession Planning
  • Key Person Protection
  • Business Financial Planning
  • Business Succession Planning

For Healthcare Professionals

  • Life Insurance
  • Disability and Long-Term Care Insurance
  • Debt Management
  • Employee Benefits
  • Asset Protection
  • Financial Planning*
  • Wealth Management Solution
  • Retirement Planning
  • Tax Advantage Strategies
  • Education Planning
  • Charitable Planning

For Individuals/Families

  • Financial Planning*
  • Wealth Management
  • Retirement Planning
  • Estate Planning
  • Asset Protection
  • Education Planning
  • Charitable Planning
  • Life Insurance
  • Disability and Extended Care Insurance
  • Investment Management
  • 401(k) and IRA Rollovers
  • Charitable Planning
  • Debt Management

Wealth Management Solution

  • See your complete financial picture at a glance
  • Asset allocation
  • Diversification
  • Develop strategies for the future
  • Simplified financial monitoring

Samuel Yakubu, CLU®,ChFC®,LUTCF®, Financial Adviser offering investment advisory services and Financial Planning through Eagle Strategies LLC, a Registered Investment Adviser. Eagle Strategies LLC is a New York Life Company. Samuel Yakubu, CLU®, ChFC®, LUTCF®, AR Insurance Lic #8148890, Registered Representative offering securities through NYLIFE Securities LLC (Member FINRA/SIPC).A Licensed Insurance Agency. SKY Financial Group LLC is not owned or operated by New York Life Insurance Company/Eagle Strategies LLC/NYLIFE Securities LLC or its affiliates.

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March 01, 2021 @ 01:05 PM

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