Advanced Planning Resources

As an Eagle Strategies Financial Adviser, I have access to the Advanced Planning Group - a premier planning team of New York Life Insurance Company with experience in law, accounting, insurance and business planning — who can assist you with your business and estate planning needs.

To learn more about these services, please click here to visit the Advanced Planning Group’s website.

Neither New York Life nor Eagle Strategies or any of their representatives provides legal or tax advice.

Meet the Team

APG’s experienced professionals have advanced degrees, industry designations, and specialized training in business protection and succession, nonqualified executive benefit strategies, tax diversification and reduction strategies, wealth transfer and distribution, transnational planning for non-U.S. citizens, estate tax mitigation, charitable planning and more. Working with these professionals, we can present you with a wide variety of highly effective solutions designed to meet your complex business and estate planning needs.

Disclosure

Ronald Cooper Jr is an agent of and 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 AR (AR Insurance License #5925889), AZ, CA (CA Insurance License #0K28431), CO, CT, DC, FL, ID, IL, IN, MA, MD, ME, MN, NC, NH, NJ, NY, OR, PA, RI, SC, TN, TX, UT, VA, VT, and WI. No insurance business may be conducted outside the states referenced.

Ronald Cooper Jr 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, 150a Andover St Ste 7b, Danvers, MA, 01923, 978-854-6389. In this regard, this communication is strictly intended for individuals residing in the states of AR, AZ, CA, CO, CT, DC, DE, FL, GA, IA, ID, IL, IN, MA, MD, ME, MI, MN, MO, NC, NE, NH, NJ, NY, OH, OR, PA, RI, SC, TN, TX, UT, VA, VT, and WI. No offers may be made or accepted from any resident outside the specific states referenced.

Ronald Cooper Jr 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 AR, AZ, CA, CO, CT, DC, DE, FL, GA, IA, ID, IL, IN, MA, MD, ME, MI, MN, MO, NC, NE, NH, NJ, NY, OH, OR, PA, RI, SC, TN, TX, UT, VA, VT, and WI. As such, these services are strictly intended for individuals residing in the states referenced.

Neither New York Life Insurance Company nor its agents or affiliates provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.