Holistic Planning Partners

 

 

As an Eagle Strategies Financial Advisor, Sarah McAllister offers Fee-Based Financial Planning and Investment Advisory Services. Eagle Strategies is a registered investment adviser and a wholly- owned subsidiary of New York Life Insurance Company.

About Eagle Strategies Services

 

Sarah strives to offer the highest quality products and services to her clients. New York Life is mutual, Fortune 100 company with a 170 year history and an industry leader in life insurance, investment annuity products, and long term care insurance.

 

As a Registered Representative with NYLIFE Securities LLC, Sarah is able to offer full service investment solutions capable of meeting the investment style of nearly every investor from the novice to the sophisticated. We offer over 2,500 mutual funds, including self-directed, tax-deferred Individual Retirement Accounts (IRAs). 

 

 

Advanced Planning Group

As an Eagle Strategies Financial Adviser, Sarah McAllister has access to the Advanced Planning Group - a premier planning team of New York Life Insurance Company with experience in law, accounting, insurance and business planning — who can assist you with your business and estate planning needs. To learn more about these services, please click here to visit the Advanced Planning Group's website.

 

 

 

Neither New York Life nor Eagle Strategies or any of their representatives provides legal or tax advice.

 

 

 

 

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