Wealth Management and Retirement Planning

We work with our clients to design and implement a variety of accumulation and retirement income plans, offering insurance products, investment programs ranging from separately managed portfolios of stocks and bonds to mutual funds*, and access to third-party wealth management programs. We offer a consistent process to help ensure management of investment assets according to your goals, risk tolerances and time horizon. We then monitor your plan on a continual basis, and adjust and evolve as your needs change.

*Securities products and services offered through NYLIFE Securities LLC (Member FINRA/SIPC), a Licensed Insurance Agency and a New York Life Company.

Financial Planning

We provide personal financial planning to our clients that is specific to several variables including their income, risk tolerance, values, and family. We work with each client to identify and prioritize their goals, explore options, establish effective strategies, construct and execute a plan, and assess the performance of the plan and make adjustments as needed.

Fund Advisory Program

This program combines the expertise of professional investment managers with the service and guidance of Ellen Tillman. By analyzing your overall investment goals, risk tolerance levels, and liquidity needs, we'll help you determine which investment portfolio allocation, consisting of an optimal blend of non-proprietary, mutual funds and/or exchange-traded funds (ETFs) is most appropriate for your investment goals and specific situation.

Separately Managed Accounts

Separately Managed Accounts ("SMAs") are a type of professionally managed investment accounts that invests in individual securities on a discretionary basis and provides our clients the flexibility of restricting the holding of certain securities and tactically utilizing gains and losses for tax planning purposes. Ellen will leverage Eagle's robust offering of non-proprietary SMA strategies available through third party money managers to either custom design a holistic investment portfolio or utilize individual strategies to address your specific allocation needs.