Sam Clyatt, CLU, ChFC, AEP, CAP, Financial 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, Alabama, and New York.  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 registered broker-dealer. 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, Ohio 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, New Hampshire, Kansas, Pennsylvania and Ohio. 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.