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Leonel Galvez

Financial Advisor
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                              Retirement Solutions


                              Retirement should mean a new phase of life, not the end of a lifestyle. While you’re building your business and your life in the present, you want to make sure your wealth is building a future for you and your loved ones. Whether you’re launching the next great business or managing the family foundation, you have your hands full with the present. We will develop personalized plans and solutions to maximize your return later, so that you can focus on the now. With help from us, you can enjoy the life you’ve built, even after “work” becomes playing with grandkids or spending time by the sea.

                              Financial Planning

                              Every successful journey starts with a roadmap.  You have dreams for yourself, your family, and perhaps a family business.  Whether your focus is on protection planning, preparing for retirement, funding higher education, caring for aging parents or a special needs child, transitioning a business, or creating a legacy for your heirs or the charitable causes you care about—a solid plan is the first step in any financial endeavor. Through Eagle Strategies LLC, we provide personalized financial planning services that take our clients’ overall financial circumstances into consideration. We employ a simple yet effective multi-step planning process to design and deliver a plan based on our clients’ needs and personal preferences. We work diligently with each client to identify and prioritize their goals, explore options, establish effective strategies, construct and execute a plan. Eagle Strategies also regularly assesses the performance of each financial plan and makes adjustments as needed---providing a truly personalized and nimble approach to financial planning.

                              Wealth Management

                              Through Eagle Strategies LLC, a wholly owned subsidiary of New York Life Insurance Company, you can work with us to guide you in planning for tomorrow’s needs today while preserving your current cash flow. Based on your goals, financial situation, risk tolerance, and investment time horizon, together we can formulate an investment solution to help you achieve all of your short- and long-term wealth management needs. Eagle Strategies incorporates a wide range of thoroughly vetted third-party investment managers who bring specialized expertise in separately managed stock and bond portfolios, and mutual funds, while providing access to third-party wealth management programs. Every investment manager on the platform undergoes a rigorous due diligence process and is monitored closely to ensure they continue to meet our exacting standards. We are, and continue to be committed, to building enduring relationships that help you achieve your financial goals.

                              Estate Planning

                              A well-engineered estate conservation plan can help minimize tax liability and ensure that loved ones are protected. We will work with you and your advisors to assess the impact of state and federal taxes on your estate and suggest strategies to help minimize those taxes while meeting your family’s needs. We do not provide tax advice. Please consult with your own advisors for tax advice.

                              Asset Protection

                              There are numerous financial strategies and retirement income strategies that can help you accumulate assets for the future, protect your business and personal assets from liabilities, and safeguard asset transfer to children and grandchildren. We can help you figure out what the right course of action is for your specific situation and objectives.

                              Disability and Extended Care Needs

                              To execute a sound retirement strategy, asset and income protection are a must. Designing a strategy that accounts for costs for extended periods of care and disability insurance can help create the necessary balance in a portfolio to ensure stability and protection of assets.

                              401(k) and IRA Rollovers

                              When you leave a job or retire, you have a decision to make regarding your 401(k) money. While leaving those assets in the former employer's plan is an option, a rollover can be a consideration. Working with your tax advisor, we can help you determine the right course of action for you. This may include: leaving the funds in your existing plan, if permitted, rolling them into your new employer's plan, if one is available and rollovers are permitted, rolling them over to an Individual Retirement Account (IRA), or taking a cash distribution. Each choice offers advantages and disadvantages, depending on your specific needs, personal circumstances and the retirement plans, such as the desired investment options and services, applicable fees, expenses, and withdrawal options, as well as the required minimum distributions (RMDs) and tax treatment of the applicable options.

                              We do not offer tax advice. Please consult your tax advisor regarding your personal situation.

                              Charitable Planning

                              Charitable giving allows you to support the organizations and causes that matter to you, while often providing immediate income streams and reducing your tax burden. Numerous charitable giving strategies exist, and we can help you design and execute a charitable giving strategy that is in alignment with your personal and philanthropic goals. Please seek tax advice from your own tax advisors.

                              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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