You owe it to yourself, your family, and your business to create a financial plan that aligns with your goals and dreams.
We give you perspective, and the right investment and risk management tools to help protect and grow your money. We explain the benefits of an offensive and defensive investment strategy, so you understand all options. With us, you will feel confident knowing that your money is working for you and is aligned with your goals.
Schedule a NO OBLIGATION discovery meeting to become more confident with your money!
Just when you think everything you need to know about investing has already been written. There comes a TV show, a book, or blog or a guru that will give you a different way to invest your money.
So no wonder why so few people ever succeed at the investment game.
My typical clients would usually come to me with at least some knowledge about investing. Over the years, I came to realize that a lot of clients who have been in the market for some time were underutilizing their capital and could benefit from a better financial plan designed by my team. On the other hand, Clients with too little investment experience were afraid to make a decision due to the fear of the Market.
There are so many ways that people choose to work with my team. Some want a tailored financial plan. Some want to be informed about better investment strategies. Others want to protect their family investments and legacy. No matter how big or small is your account, we work equally as hard to help your financial success. Our goal is to develop a lifelong authentic partnership with you.
People choose to work with my team because we understand how to think strategically and holistically about your financial wellness. We help you make sense of all the information out there. We understand your goals and align your plan to those goals. We focus not just wealth-generating tactics but also wealth-protection tactics, offering an offensive and defensive approach that works for those who are risk takers and risk-averse. We see investment vehicles not as solutions but as tools, each designed for a specific purpose - and we utilize them for their unique benefits to you.
Most importantly, we take our time to listen to your objectives, analyze your investments, and work hard to tailor a financial plan to benefit your situation.
Neither Ultimate Wealth Strategies, LLC, NYLIFE Securities LLC and its affiliates, nor its representatives, provides tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.
Many investors leave it up to their employers to handle their retirement earnings, letting their 401K plans or stock options carry the burden of their financial wellness. But it’s your money and your future. Shouldn’t you be the one in control of it all? Don’t worry, you don’t have to have all the answers right now. By deciding to partner with my team on your financial wellness plan, you have chosen the path to gain not just confidence and clarity about your money - you will also gain control.
Today’s hot investments are not necessarily tomorrow's winners. Protecting and growing your investments requires disciplined strategies, patience and foresight. It requires being offensive about earning investment income as well as defensive in protecting what you already have. We help you accomplish your goals by implementing investment vehicles that align with your goals and are to your advantage. Helping you stay focused on your goals while ignoring the noise is how we help you become confident about your money.
It’s never too early or too late to save for retirement. Once you imagine the retirement you want to have, knowing how to invest becomes much easier. We understand that investing for your golden years is challenging: the market is uncertain, and there are no guarantees. We help you tackle the challenges of investment planning with a customized strategy aimed at having your returns replace your paycheck, so you can retire early or have the retirement you want.
When you start thinking about life insurance, odds are you're thinking about protecting your family once you’re gone. And that's a great place to start. But did you know that life insurance can do so much more? And did you know there are different types, to align with different stages of your life and with different goals? We can help you figure it all out. Our personal guidance, flexible options, convenient ways to pay, and stable track record make us the company to turn to when it comes to using life insurance as a way to protect the money you’ve worked hard to earn.
As a Physician or Dentist, you have left residency and now embarking on building a practice within a medical group or you have setup a private practice. You hire help to manage your appointments, to keep your business operating because you value time with your clients. Imagine how good you’ll feel when you get to your office and it runs smoothly. Imagine how good you’ll feel knowing that in working with us, the money you are generating from your practice is supporting your lifestyle and working in cohesion with your investments.
Develop a financial wellness plan for your family and practice. Comprehensive financial planning will save you time and money down the road, when you decide to do it today. We take the time to sit with you to help you make sense of your cash flow, retirement planning, risk management, investment management and estate planning. It is only through routine comprehensive analysis that your true financial condition can be determined and the proper plan can be recommended. Ultimately, this helps gives you peace of mind to take care of your patients and grow your practice. Think of this in the same regard you would advise your patients on their health and wellness.
Through Eagle Strategies, Tony provides fee-based financial planning, investment advisory services and access to investment management programs. Eagle Strategies LLC is registered with the Securities and Exchange Commission as an "Investment Adviser" and is an indirect, wholly-owned subsidiary of New York Life.
Tony and his fellow financial professionals are proud to be affiliated with New York Life Insurance Company. New York Life and its wholly-owned subsidiaries provide life insurance, annuities, long-term care insurance, and mutual funds. A mutual insurance company, New York Life is the largest mutual individual life insurance company in the United States* and holds the highest possible financial strength ratings currently awarded to any life insurer from all four of the major credit rating agencies: A.M. Best (A++), Fitch (AAA), Moody’s Investor Service (Aaa), Standard & Poor’s (AA+). (Source: Individual independent rating agency commentary as of 7/30/18)
10885 NE 4TH STREET, SUITE 1400
BELLEVUE, WA 98004