Financial Strategies of California

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Investment Advisory Service, Annuities & Retirement Insurance Plans, Financial Planners

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Today: 9:00 am - 5:00 pm

Tomorrow: 9:00 am - 5:00 pm

(916) 447-6298Call Visit WebsiteVisit Website Map & DirectionsDirections2012 H St Ste 201Sacramento, CA 95811 Write a ReviewWrite Review

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Hours

Regular Hours

Mon - Fri:	9:00 am - 5:00 pm

Places Near Sacramento with Investment Advisory Service

West Sacramento (4 miles)
Mcclellan (11 miles)
Rio Linda (13 miles)
Carmichael (14 miles)

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General Info

As your local financial advisor affiliated with Eagle Strategies, I offer financial and investment advisory services. I can help you navigate the financial landscape and prepare for the future. Eagle Strategies LLC is a New York Life Company and a registered investment adviser. Any testimonial or endorsement shown is based on an individual's experience and may not be representative of the experience of other individuals or customers; is no guarantee of future performance or success. No direct or indirect payment or other compensation is provided to any person for a testimonial or endorsement appearing here. CA Ins Lic #0768386 AR Ins Lic #743852

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Neighborhoods

Boulevard Park, Central Sacramento

AKA

Ted Young Financial Adviser-Financial Strategies of Califor

Other Links

http://www.newyorklife.com

https://www.financialstrategiesofca.com/location.htm

https://www.financialstrategiesofca.com

Categories

Investment Advisory Service, Annuities & Retirement Insurance Plans, Financial Planners, Financial Planning Consultants, Insurance, Investment Management, Investments, Mutual Funds, Retirement Planning Services, Stock & Bond Brokers

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Details

Phone: (916) 447-6298

Address: 2012 H St Ste 201, Sacramento, CA 95811

Website: http://www.newyorklife.com

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Financial Strategies of California

Tax Planning
Charitable Giving
Charitable planning allows you to support the organizations and causes that matter to you, while often providing immediate income streams and reducing your tax burden. Numerous charitable giving strategies exist, and we can help you design and execute a charitable giving strategy that is in alignment with your personal and philanthropic goals. Please seek tax advice from your own tax advisors.
Estate Taxes
Tax Services
Some charitable solutions can support dual objectives of generating income while pursuing philanthropic goals. Charitable trusts offer flexibility and some control over your intended charitable contributions as well as lifetime income, thereby helping with retirement, estate planning and tax management.
Income Tax
Subject to a sales charge for early withdrawals and may be subject to income tax. Withdrawals prior to 59.5 are subject to a 10% tax penalty.
Tax Deferral
An annuity is a unique financial vehicle designed to help you accumulate money for your retirement and/or turn a lump-sum of money into a guaranteed stream of income payments. Deferred annuities offer the advantage of tax-deferral and can be used to accumulate money for retirement. Income annuities are used to generate a stream of income payments that is guaranteed to last for as long as you need it to - even for the rest of your life*. Some of the different types of annuities are...

Investment Management
Through Eagle Strategies, Financial Strategies of California, provides fee-based financial planning, investment advisory services and access to investment management programs. Eagle Strategies LLC is registered with the Securities and Exchange Commission as an "Investment Adviser" and is an indirect, wholly-owned subsidiary of New York Life Insurance Company. Learn more about Eagle Strategies LLC
Mutual Funds
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.
Bonds
Wealth Management
Financial Strategies of California is a firm that focuses on wealth management and was founded in 1989 in Sacramento, CA. Our firm offers decades of experience in financial problem-solving through creative and innovative thinking. We serve as your independent and unbiased resource to help ensure that plans and solutions agreed upon by your team of advisors are implemented, and that your immediate and long-term financial goals are met. Our success is a result of serving clients in five main areas...

Accounting Services
Payroll Services
Cash Flow Analysis
Traditional firms typically report static information, showing a snapshot of a moment in financial time. We have access to the software that updates account values nightly so that our analysis reflects current market conditions. Additionally, many net worth calculations simply subtract Liabilities from Assets. We go a step further. A Protection and Cash Flow Analysis is included in the same view. This facilitates more meaningful insights and allows us to test our recommendations and strategies.
Bookkeeping Services

Financial Planning
Business owners take a higher risk approach to their careers. The rewards of owning a business can be wonderful, but the path to success is stressful and fraught with potential pitfalls. At FSC we understand what it's like to be in your shoes. Our customized financial planning services help you take advantage of the unique opportunities that come with business ownership. We help small business owners identify roadblocks to success by maximizing potential tax benefits, minimize risk, utilize the best fitting company retirement plan, and align their business with their long term financial objectives.
Retirement Planning
We are able to guide all financial decisions and activities of an individual or household, including budgeting, insurance, mortgage planning, savings and retirement planning, education, taxation.
Annuities
Lisa L. Garvey is originally from Pittsburgh, PA and holds a Bachelor’s degree in Psychology from Purdue University. She held the title of Regional Vice President/Independent Consultant for a large direct sales company for over 10 years. In 2004 she made the decision to change careers, obtained her Florida Life, Health and Annuities license and accepted the role of Licensed Executive Assistant for a respected financial services practice in Sarasota, Florida.
Long Term Care
Ted Young and his fellow financial professionals are proud to be affiliated with New York Life Insurance Company. New York Life and its wholly-owned subsidiaries provide life insurance, fixed annuities, and long-term care insurance. A mutual insurance company, New York Life is one of the largest mutual life insurance company in the United States and holds the highest possible financial strength ratings currently awarded to any life insurer from all four of the major credit rating agencies: A.M. Best (A++), Fitch (AAA), Moody’s Investor Service (Aaa), Standard & Poor’s (AA+). (Source: Individual independent rating agency commentary as of 8/1/17.)
Asset Management
FSC is unique in the financial advising industry, because we do not have a one size fits all mentality. You can use our skills and insights on an hourly basis, asset management basis, or with our concierge wealth office service.
Asset Protection
There are numerous financial strategies and retirement income plans that can help you accumulate assets for the future, shield your business and personal assets from liabilities, and safeguard asset transfer to children and grandchildren. We can help you figure out what the right course of action is for your specific situation and objectives.

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