About Eagle Strategies, LLC

FINANCIAL PLANNING

Eagle Strategies, LLC, a Registered Investment Adviser, offers an objective approach to financial planning. The strategies Mary Anne recommends will be customized to address your personal circumstances and objectives -- considering asset allocation and proper diversification (i.e. never place all your eggs in one basket). You may choose to work with Mary Anne on a more comprehensive basis, or limit the scope and focus of your plan to address just a few planning concepts.

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INVESTMENT ADVISORY SERVICES

Eagle Strategies generally uses a fee-based "assets under management" approach, which helps to ensure that our interests are always aligned with yours -- to protect and grow your investments..

Through our various investment programs — ranging from separately managed portfolios of stocks and bonds to mutual fund accounts — Mary Anne will personalize your investment portfolio to help you meet your financial goals.

Do you need financial plan guidance?  Please do not hesitate to contact Mary Anne.

You may also visit:  http://eaglestrategies.com/

Disclosure

Mary Anne Leichliter-Rice 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 #0L10356), CO, FL, GA, KY, MD, MN, NC, NV, NY, OR, PA, RI, SC, TN, TX, and VA. No insurance business may be conducted outside the states referenced.

Mary Anne Leichliter-Rice 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, 4140 Parklake Ave Ste 450, Raleigh, NC, 27612, 919-785-7112. In this regard, this communication is strictly intended for individuals residing in the states of CO, GA, MD, MN, NC, OR, PA, RI, and TX. No offers may be made or accepted from any resident outside the specific states referenced.

Mary Anne Leichliter-Rice 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 CO, GA, MD, MN, NC, OR, PA, and RI. 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.

TRIANGLE WEALTHCARE LLC is not owned or operated by NYLIFE Securities LLC or its affiliates.

Neither TRIANGLE WEALTHCARE LLC 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.