Financial Planning

As an Eagle Strategies Financial Adviser I can offer financial planning services to individuals and closely-held or private business owners. Financial planning provides direction to help individuals make complex financial decisions and helps clients understand the impact that their financial decisions can have on other areas of their lives.

For many affluent and high-net worth clients, management of financial assets is only one part of their financial lives. These individuals have a variety of needs and concerns, including legacy desires, charitable requests, and tax considerations. Business owners have their own set of issues to contemplate, including employee benefits, insurance for business needs, and business succession.

The financial planning process can help both high net worth individuals and business owners manage their many concerns so that they can focus on their goals and dreams. The scope and focus of each unique plan and the resulting recommendations will be based upon each client's specific needs. The strategies that each client selects and implements will depend on their personal circumstances and objectives.

Here are a few of the planning concepts that can be addressed:

  • Net Worth Analysis

  • Cash Flow Analysis

  • Investment/Retirement Planning Analysis

  • Risk Management Analysis

  • Education Planning Analysis

  • Estate Planning Analysis*

*Neither Eagle Strategies LLC nor any of its financial advisors provide tax or legal advice.


Jared Maher 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 AZ, CA (CA Insurance License #0E63547), CO, FL, HI, IA, IL, MI, MN, MO, MT, NC, ND, OR, PA, SD, TX, WA, WI, and WY. No insurance business may be conducted outside the states referenced.

As a New York Life Agent, Jared Maher is licensed and authorized to offer insurance in California, but MAHER FINANCIAL GROUP may not be. For additional information on California licensure status, please click here.

Jared Maher 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, 4650 Amber Valley Pkwy S, Fargo, ND, 58104, 701-433-7527. In this regard, this communication is strictly intended for individuals residing in the states of AZ, CA, CO, FL, HI, IA, IL, KS, MN, MO, MT, ND, NE, OR, PA, SD, TX, WI, and WY. No offers may be made or accepted from any resident outside the specific states referenced.

Jared Maher 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 AZ, CA, CO, FL, HI, IA, IL, KS, MN, MO, MT, ND, NE, OR, PA, SD, TX, WI, and WY. 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.

MAHER FINANCIAL GROUP is not owned or operated by NYLIFE Securities LLC or its affiliates.​

Neither MAHER FINANCIAL GROUP 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.​