Recommend Tweet Linkedin

Our Services

 

Experience provided when retaining our firm
 
 
  • A written investment program*** suited to your risk tolerance, time horizon and investment goals. Analysis is based on your complete financial picture. This positions us to recommend strategies on tax and estate issues, wealth distribution, and lifestyle concerns.
  • An asset management system that allows you the ability to know the state of your investments at all times and to quickly access documents needed for future changes**
  • Vault – an online storage facility where we can access and safeguard all your important financial documents**
  • We strive to become your “chairman” in your personal board of directors. We do this by coordinating with your other advisors (attorneys, CPA’s etc..)
  • We develop and drive the process for you
  • A trusted relationship where our goal is to provide value
  • Determining the appropriate asset allocation
  • Helping to maximize your after-tax returns
  • Monitoring portfolio
  • Employing consulting firms for due diligence on your behalf
  • Debt management
  • Budgeting 
  • Goal planning
  • Risk management
  • Wealth accumulation and preservation
  • Asset management #
  • Estate planning and wealth transfer
  • Business succession and executive benefits
  • Ongoing financial reporting and review


 
 

*David Podell, Agent, New York Life Insurance Co. and Financial Adviser, Eagle Strategies.
**This is strictly for current clients who have subscribed to e-money Adviser Wealth Management Solution Services. E-Money Advisor is not an affiliate of Eagle Strategies or New York Life and its other subsidiaries
***David Podell is a Registered Representative offering securities through NYLIFE Securities LLC(member FINRA/SIPC) Park 80 W, Plz 1, Saddle Brook, NJ 07663. 201-845-6900. # David Podell is a Financial Adviser offering investment advisory services through Eagle Strategies. a Registered Investment adviser. Podell Financial Group is not owned or operated by NYLIFE Securities LLC or its affiliates. Please note, David Podell, Podell Financial Group, LLC, nor New York Life or its affiliates provide tax, legal or accounting advice. Please consult your own professionals regarding these matters.