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Leonel Galvez

Financial Advisor
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                              Business Solutions


                              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

                              The success of most businesses is tied in to the talent, passion, and work ethics of their key executives. Executive benefit packages can help you attract, motivate, and retain high-caliber employees and keep your company healthy and stable. We can help you with funding non-qualified plans, supplemental employee retirement plans, split dollar arrangements, and more.

                              Succession Planning

                              Succession planning allows owners to retire from their business within their own time frame, while preparing for the company to be transferred to family members, key employees, an outside party, or even a charity. This must be done in a way that achieves personal financial security, maintains harmony, and achieves maximum value for the business. I can provide financial strategies for succession planning.

                              Key Person Insurance

                              Key person life insurance offers a death benefit that helps indemnify an employer for the loss of one of its most important assets—the key person. This can help assure continuity of the business for employees, customers, and creditors, and protects against losses in sales, momentum, and credit. It can also be used to assist with recruiting and developing a replacement for the diseased employee.

                              Funding Buy-Sell Agreements

                              A buy-sell agreement is a legally binding agreement between co-owners of a business that governs the situation if a co-owner dies or leaves the business, whether by force or by choice. A funded cross-purchase buy-sell plan utilizes life insurance to help ensure that the arrangement is properly funded so that there will be money if the event occurs due to the death of an owner.

                              Funding Deferred Compensation

                              Deferred compensation is a written agreement between an employer and an employee in which the employee chooses to have part of his or her compensation withheld by the company, invested on their behalf, and distributed to them at a predetermined point in the future. Deferred compensation can be used as a flexible way to attract and incentivize key employees. I can provide funding strategies for deferred compensation.

                              Our Location

                              7111 Fairway Drive Suite 301
                              Palm Beach Gardens, FL 33418

                              Eagle Strategies LLC logo

                              Se habla español.

                              Schedule an Appointment

                              Get in Touch

                              Phone: 516-650-4337
                              Office: 561-905-0234
                              Email: lgalvez@eaglestrategies.com


                              Disclosure

                              Leonel Galvez 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 CA (CA Insurance License #4107863), CT, FL, GA, MA, MN, MO, NC, NJ, NY, PA, SC, TX, and VA. No insurance business may be conducted outside the states referenced.

                              Leonel Galvez 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, 7111 Fairway Dr Ste 301, Palm Beach Gardens, FL, 33418, 561-905-0234. In this regard, this communication is strictly intended for individuals residing in the states of CA, FL, GA, MA, MN, MO, NC, NJ, NY, PA, TX, and VA. No offers may be made or accepted from any resident outside the specific states referenced.

                              Leonel Galvez 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 CA, FL, GA, MA, MN, MO, NC, NJ, NY, PA, TX, and VA. As such, these services are strictly intended for individuals residing in the states referenced.

                              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.​

                              For more information about NYLIFE Securities LLC and its investment professionals.

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                              Eagle Logo Blue

                              Leonel Galvez

                              Financial Advisor
                              • ABOUT
                                • Meet Leonel
                                  • Strategic Affiliations
                                    • Our Process
                                    • SERVICES
                                      • Personal Solutions
                                        • Retirement Solutions
                                          • Business Solutions
                                            • Investment Management
                                              • Insurance and Annuities
                                              • RESOURCES
                                                • Calculators
                                                  • Articles
                                                    • Helpful Links
                                                    • CLIENT LOGIN
                                                      • eMoney
                                                        • Eagle Strategies
                                                          • New York Life
                                                          • Contact Us

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