FINANCIAL PLANNING
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Every successful journey starts with a roadmap.  You have dreams for yourself, your family, and perhaps a family business.  Whether your focus is on protection planning, preparing for retirement, funding higher education, caring for aging parents or a special needs child, transitioning a business, or creating a legacy for your heirs or the charitable causes you care about—a solid plan is the first step in any financial endeavor. Through Eagle Strategies LLC, we provide personalized financial planning services that take our clients’ overall financial circumstances into consideration. We employ a simple yet effective multi-step planning process to design and deliver a plan based on our clients’ needs and personal preferences.  We work diligently with each client to identify and prioritize their goals, explore options, establish effective strategies, construct and execute a plan. Eagle Strategies also regularly assesses the performance of each financial plan and makes adjustments as needed---providing a truly personalized and nimble approach to financial planning.

Disclosure

Danielle Niderost 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 CA (CA Insurance License #0K19831), FL, ME, TN, UT, VA, and WI. No insurance business may be conducted outside the states referenced.

Danielle Niderost 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, 1505 Main St, Saint Helena, CA, 94574, 707-367-1656. In this regard, this communication is strictly intended for individuals residing in the states of CA, ME, TN, UT, WA, and WI. No offers may be made or accepted from any resident outside the specific states referenced.

Danielle Niderost 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 CA, ME, TN, UT, WA, and WI. As such, these services are strictly intended for individuals residing in the states referenced.

Chateau Financial Strategies & Insurance Solutions is not owned or operated by NYLIFE Securities LLC or its affiliates.​

Neither Chateau Financial Strategies & Insurance Solutions nor its associates are in the business of offering tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.​

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