Directory of Financial Services Listing
COMPANY INFORMATION
| Company Name: |
Eagle Strategies LLC |
| Address: |
1715 Aaron Brenner Drive, Ste 204 |
| City: |
Memphis |
| State: |
TN |
| Zip Code: |
38120 |
| Telephone: |
(901) 762 - 4735 |
| Fax: |
(901) 762 - 4746 |
| Web Site: |
www.ScottHeevner.com |
| |
| Providing comprehensive financial planning services
to Federal employee's in the Memphis and surrounding area serving as your financial
coach with a thorough understanding of your current benefits and retirement benefits.
These services include; retirement planning, IRA strategies, Long Term Care,
survivor benefit planning, TSP analysis, college planning, annuities, debt management,
mortgage protection, and business planning. |
PERSONAL INFORMATION
| |
Name |
Telephone # |
Email address |
| 1. |
Scott Heevner |
(901) 762 - 4735 |
saheevner@EagleStrategies.com |
PROFILE INFORMATION
Licenses and Education:
Securities Licenses: 6, 63, 65
Insurance Licenses (Life, Health, Disability, etc): Life,
Health, Disability, P&C
Other Licenses and Designations (ChFEBCSM, CFP®,
CPA, etc.): Chartered Federal Employee Benefits Consultant
Education/Area of Study:
Associations and Affiliations: MDRT, FPA, NAIFA
Experience:
I have / The office has been providing financial and/or related advice to clients
for 11 years.
How I/we charge clients for services:
--- |
Fee for Financial Planning (initial, hourly,
and/or retainer) |
X |
Fee based on percentage of assets managed;
percentage ranges |
X |
Commissions, trail fees, redemption fees,
account fees, etc. |
--- |
Other: |
Financial services provided:
--- |
Tax preparation |
X |
Comprehensive financial planning |
X |
Investment and asset management |
X |
Insurance |
X |
Elder and long-term care planning |
X |
Estate planning |
X |
Retirement planning |
X |
Cash management and budgeting |
--- |
Stock and bond brokerage |
--- |
Other: |
Specialty: Federal employee retirement planning
I am (or my firm is) registered with the SEC as an investment adviser. Yes
If so, in what states? TN, MS
Number of employees who work in your office/firm:
X |
1-5 |
--- |
6-10 |
--- |
11-50 |
--- |
51-99 |
--- |
100 or more |
My affiliation with the office/firm:
--- |
Owner/Partner |
X |
Employee |
--- |
Independent Contractor |
--- |
Other: |
Broker/dealer affiliation:
--- |
No affiliation |
X |
Affiliated with NYLIFE Securities |
| The Directory of Financial Services is a service of 1105 Media, Inc. When using
the directory, be sure to read the
disclaimer. For information on the ChFEBCSM designation,
call Federal Employees Benefits Specialists, Inc. at 1-800-696-3505. For information
on the CFP® designation, please visit www.cfp.net. |
|
