Processes

At Eagle Strategies, we help you by providing:

ORGANIZATION:  We help bring order to your financial life by assisting you in getting your financial house in order from "big picture" items like investments, insurance, estate conservation, et al, to "small picture" items like cash flow.

ACCOUNTABILITY:  We help you follow through on your financial commitments by working with you to prioritize your goals, showing you the steps you need to take, and regularly reviewing with you the progress you have made toward achieving those commitments and goals.

OBJECTIVITY:  We bring insight from the outside to help you avoid emotionally-driven decisions in important money matters.  We are available to consult with you at key moments of decision making.  We do the research necessary for you to have the information you need to make those decisions.  We disclose fully any of our own conflicts of interest.

EDUCATION:  We explore what specific knowledge will be needed to help you succeed in your situation.  First, we work to gain an understanding of your situation.  Then we provide the resources necessary to help you take action.  Finally, we explain the options that are available to you and the risks associated with each choice.

PROACTIVITY:  We work with you to implement your plans and we assess future opportunities and/or problems.  We help you create the action plan necessary to address and manage these situations.

PARTNERSHIP:  We work with you, not just for you, to translate your plans and goals into reality.  We are transparent about our own costs, fees, and compensation.

Disclosure

Sammy Clyatt is an agent of and 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 GA, KS, NC, SC, and TN. No insurance business may be conducted outside the states referenced.

Sammy Clyatt is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 7405 Shallowford Rd Ste 310, Chattanooga, TN, 37421, 423-855-5531. In this regard, this communication is strictly intended for individuals residing in the states of AL, FL, GA, KS, NH, NY, SC, and TN. No offers may be made or accepted from any resident outside the specific states referenced.

Sammy Clyatt is also a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser, and a wholly-owned subsidiary of New York Life Insurance Company, offering advisory services in the states of AL, FL, GA, KS, NH, NY, SC, and TN. As such, these services are strictly intended for individuals residing in the states referenced.

The Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals®, is recognized globally as the standard of excellence for life insurance sales performance in the insurance and financial services industry.

Neither New York Life Insurance Company nor its agents or affiliates provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.