Financial Planning

A crystal ball on a stand

Financial Planning

At Eagle Strategies, we offer an objective, fee-based approach to financial planning. Working closely with you and your other advisers, Mary Anne develops a comprehensive plan focusing on a particular area of concern: wealth accumulation and preservation, estate planning, business succession strategies, retirement planning, education funding, portfolio management, and charitable gifting. The solutions Mary Anne recommends and the strategies implemented will depend on YOUR personal circumstances.

Investment Advisory Services

In today’s challenging investment environment, there are no simple solutions. Success is achieved through a well-conceived investment strategy.

However, with over 22,000 entities calling themselves money managers and over 10,000 mutual funds available, creating an effective strategy can be a labor-intensive, time-consuming process. Through Eagle Strategies' relationships with independent, top-tier investment firms, Mary Anne has the resources to help simplify the fee-based investing process.

This discretionary managed account offers a choice of professional investment managers known as sub-advisers. Our sub-advisers are among the most respected in the industry and include Brinker Capital, Ibbotson Associates, Loring Ward, and Morningstar Investment Services -- to name a few. Each sub-adviser follows a specific investment philosophy, selecting from actively and passively managed funds and managing according to strategic and tactical asset allocation strategies.

Through Eagle Strategies' various investment programs — ranging from separately managed portfolios of stocks and bonds to mutual fund accounts — Mary Anne will guide you in investment portfolio personalization to help you meet YOUR financial goals.

Recognizing the importance of well-informed investors, Mary Anne makes every effort to educate all clients about the complexities of investing, while encouraging reasonable expectations of investment results.

Dedicated to the success of her clients through quality planning and thoughtful advice, Mary Anne assists clients in mapping action plans designed so they may reach their financial goals.

Do you need help with execution of your financial plan?  Please contact Mary Anne for a strategy session.


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.