Eagle Strategies
Sam Clyatt, CLU®, ChFC®, AEP, CAP, Financial Adviser*

Eagle Strategies LLC, A Registered Investment Adviser

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

If you’re concerned about:
 

  • Financial Planning
  • Wealth Preservation
  • Estate Conservation
  • Retirement Planning 
  • Education Funding
  • Charitable Gifting
  • Portfolio Management
  • Asset Allocation
  • Business Succession Strategies
  • Risk Management


As a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser, I can provide you with a plan to help you achieve your financial goals.

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.


Sam Clyatt 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 Tennessee, Georgia, and Alabama.  No insurance business may be conducted outside this/these state(s) referenced.

Sam Clyatt 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 Tennessee, Georgia, Alabama, South Carolina, New Hampshire, New York, Kansas, Florida, and Pennsylvania. No offers may be made or accepted from any resident outside the specific states referenced.

*Sam Clyatt is also separately registered as an investment adviser representative with Eagle Strategies LLC, a Registered Investment Adviser, offering advisory services in the states of Tennessee, Georgia, Kansas, and Pennsylvania. As such, these services are strictly intended for individuals residing in the specific states referenced.

Neither Eagle Strategies LLC, nor Sam Clyatt offers tax, legal or accounting advice.  Please consult your own tax, legal or accounting professional before making any decisions.
Newsletters

One Final Letter

A letter of instructions can help someone clearly state his or her preferences for many important issues such as organ donation, funeral arrangements, and other details not enumerated in a trust.

Insurance for Your Whole Life

If your situation calls for life insurance coverage that extends beyond your working years, it might be time to consider whether permanent life insurance would be appropriate.

Variable Annuities Add Guarantees

Investors who would rather not choose between a guaranteed income and above-average investment gains may want to consider variable annuities with living benefit guarantees.

Beware the Better-Than-Average Effect

Economists have found that, on average, people tend to believe that their own lives are improving at a faster rate than most everyone else's.

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