Eagle Strategies LLC
Scott Schechter

Financial Adviser*

Where are you getting your financial advice? Newspapers? Magazines? Web sites? Cable TV? While financial media can often provide helpful information, it cannot take the place of the personalized advice an experienced financial adviser who is familiar with your particular situation can offer.

Do you have concerns about any of the following?

Strategies For:

  • Helping to Build Wealth
  • Helping to Reduce the Impact of Market Volatility
  • Estate Planning
  • Wealth Conservation
  • Retirement Planning
  • Employee Retirement Plans
  • Insurance Planning
  • Investments*
  • Tax Reduction Strategies 
  • Executive Benefits
  • Socially Responsible Investing*

As a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser, I can provide you with customized strategies to help address your concerns and help you achieve your financial objectives.

Please use my Web site as a resource, and do not hesitate to contact me for additional information or to schedule a meeting. Thank you for your interest. 




Scott Schechter is an agent 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 ins. Lic. #0E52859), FL, IL, KS, MD, MN, MO, NY, OH, VT, WI.  No insurance business may be conducted outside these states mentioned.

Scott Schechter is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency. In this regard, this communication is strictly intended for individuals residing in the states of CA, IL, MD, MN, MO, NY, WI. No offers may be made or accepted from any resident outside the specific states referenced.

Scott Schechter is licensed to offer mutual funds and variable products.  Market Watch information is provided for informational purposes and id not considered an offering for securities.

Neither Scott Schechter nor NYLIFE Securities LLC, nor its affiliates offers tax, legal or accounting advice.  Please consult your own tax, legal, or accounting professional before making any decisions.

*Scott Schechter is also separately registered as an investment adviser representative with Eagle Strategies LLC, a Registered Investment Adviser, offering advisory services in the states of CA, IL, MD, MN, MO, NY, WI.  As such, these services are strictly intended for individuals residing in the specific states referenced.

Newsletters

Giving Strategies That Can Give Back

Americans gave more than $290 billion to charity in 2010, despite the slow economy. About 73% of charitable donations came directly from individuals. This article explains how a charitable remainder trust and a charitable lead trust could be used to provide more control over gifts while potentially benefiting the giver and his or her heirs.

The Difference Between the Debt and the Deficit

The terms "debt" and "deficit" are often used interchangeably to describe the federal government's financial situation, yet they have significantly different meanings. This explanation of the budget deficit and the national debt may help readers understand the conversation.

To Roll or Not to Roll: It's Your Choice

Some employers are encouraging departing employees to leave their retirement savings in their employer plans. But employees should make any decisions based on their own needs and concerns, not the former employer's. Read about the pros and cons of rolling over retirement plan assets to an IRA.

Why You Want to Know How Much Your Business is Worth

An up-to-date valuation may seem like an unnecessary expense for a small business, but it could prove to be invaluable to achieving long-term goals. Knowing the current value of a business can affect how an owner might approach everything from retirement to estate conservation to a succession strategy.

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