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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.  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, and Florida. 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 New Hampshire. 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

Growth, Value, or Both

The average annual return for large-cap value stocks was about 2.1% higher than for large-cap growth stocks, yet growth stocks outperformed value stocks in 13 out of 30 years. This article examines the difference between the two approaches and describes why holding both may help investors take advantage of a variety of market conditions.

For Better, For Worse: Communicating About Retirement

A recent study indicates that couples are not communicating clearly about retirement goals and strategies, even as they approach retirement age. This article offers suggestions to open a dialogue and encourages couples to discuss their retirement needs and desires with each other and with their financial advisor.

Settling on a Salary

As a company's profit situation improves, business owners may be in a position to decide whether to take home a larger salary or use more of the proceeds to invest for the future. This article discusses the possibility of choosing a business-owner salary that allows for other benefits, such as building the business, saving more for retirement, and adding employee benefits.

There’s Still Time to Catch Up

Worker confidence in affording a comfortable retirement fell to a record low in 2011, but investors aged 50 and older may be able to make up for lost time by maximizing contributions to retirement plans and taking advantage of catch-up contribution limits. The accompanying chart shows the potential difference in accumulation by taking advantage of catch-up contributions.

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