Eagle Team Financial Pros

If you won the lottery and had the option to take the cash or the annuity payments, what would you choose?

In the same line of thought, If you had the cash to pay for a house outright, would you? Does it make financial sense, or should you get a mortgage?

Join us at LIVE at 4:30pm for Mortgage Master Move to answer this question - there are various financial considerations including negative amortization, cash on-hand, interest, rate of return on investments. Let's dive into this interesting financial concept.

Link to join in comments!

Happy Birthday to Keith Lester! Thanks for all you do!

During this call, Chris goes over investing using
"covered call" options. You'll learn what they are and how they work. Check it out: https://smpl.is/7u8pe

During this video, we will delve into the intriguing concept of the "Horse Race" and take a closer look at the three primary tax environments in which we channel our savings and investments: taxable, tax-deferred, and tax-free accounts. By comparing these approaches, we aim to equip you with a comprehensive understanding of how to optimize your financial growth potential.

Watch now: https://smpl.is/7u8p5

Shoutout to Chad Castle - Happy Birthday! You rock!

Check out last week's call here:

September 2023 Market Update In this week's session, we will delve into the September Market GPS. This call serves as an excellent opportunity to gain valuable insights into market dynam...

Our office will be closed Monday, September 4th in observance of Labor Day and we will resume normal business hours on Tuesday, September 5th.

Hoping all of our friends and colleagues have a nice long weekend and take some time to celebrate and appreciate all of the hard work you do!

Oftentimes there is a large shortfall between income and the cost of long-term care. What do you do if you don't already have a plan like traditional long-term care insurance?

Do you worry about Medicaid spend down? Moving to a cheaper facility? Do you spend down assets to the detriment of your estate?

Now, we have a solution for those currently in a long-term care situation (whether receiving care at home or a facility) or those who are about to start receiving formal paid for care. This solution can help preserve your estate while covering your shortfall for care for life.

Check out the video to learn more about the solution or give us a call at 732-302-1810.

Link in comments!

SHOUTING HAPPY BIRTHDAY TO CHRIS LESTER!

Happiest of birthdays to you - thanks for all you do! You are always willing to teach, are patient, and fun to be around. Your hard work and determination is an inspiration to all.

May your birthday weekend be nothing short of extraordinary!

- PPS, EFS & EagleTeam Staff

🕰️🌟 "The Future is purchased by the present" - Samuel Johnson 🌟🕰️

How do we secure our futures? By making smart decisions in the present. 💡

One such decision could be investing in a Kai-Zen strategy.📈💰 Kai-Zen, a unique strategy that utilizes bank financing to help high-income individuals fund a life insurance policy, allows us to protect our loved ones while also building tax-advantaged savings for retirement.

Kai-Zen leverages additional funding to create larger benefits, safeguarding your future and enabling you to live a life of financial freedom and security.

Let's not just envision our futures, but actively shape them. Remember, the actions we take today determine the security and prosperity of our tomorrow. 💪🔮



See link in comments to estimate your benefits today.

Today, I wanted to take a moment to acknowledge the incredible achievements of Kate Erchick, who many of you know as my "right hand." Kate has been an invaluable asset to our team since joining us right after her graduation from Rutgers over 12 years ago.

Kate's unwavering dedication and skills have made her an indispensable part of our office, acting as the catalyst that keeps everything running smoothly. It is with great pleasure that I announce her recent accomplishment in passing the Series 65 exam. This milestone is a testament to her relentless hard work, perseverance, and commitment to professional growth.

I would also like to emphasize the remarkable feat she has achieved while balancing the responsibilities of being a parent to three young children. Kate's ability to juggle multiple roles and excel in each of them is truly commendable.

Please join me in extending our warmest congratulations to Kate for her well-deserved success. Her achievements serve as an inspiration to us all and remind us of the remarkable heights we can reach through determination and passion.

Thank you for your attention, and let us continue to support and celebrate one another's accomplishments!

- Chris Lester, ChFC®, RICP®, CCPS®, NSSA®, CLTC®
Professional Planning Services & Eagle Team, a Simplicity Company

🎉 Happy Father's Day! 🎉

On this special day, the Eagle Team wants to extend warm wishes and heartfelt appreciation to all the amazing fathers out there. Today, we celebrate the unwavering love, strength, and dedication you bring to your families.

To the fathers who soar high and protect their loved ones, we admire your tireless commitment and unwavering support. You are the pillars of strength and the guiding lights in your children's lives. Your nurturing presence and wise counsel shape the future generations and inspire them to reach for the sky.

As the Eagle Team, we understand the importance of family and the significance of a strong support system. We are here to honor and assist fathers and families in achieving their financial goals and securing a prosperous future for their loved ones. Together, we can build a legacy that will stand tall and strong, just like the majestic eagle.

Today, take a moment to appreciate the memories, the laughter, and the lessons shared with your fathers. Let them know how grateful you are for their unwavering love and the invaluable impact they have had on your lives. Whether through a heartfelt conversation, a thoughtful gift, or a simple act of kindness, celebrate the incredible fathers who have touched your heart.

To the fathers within our team, we extend our deepest appreciation for your commitment to excellence, both in your professional endeavors and in your roles as loving dads. Your dedication, resilience, and ability to soar above challenges inspire us all.

On this Father's Day, let's unite in celebrating the extraordinary fathers who have nurtured us, guided us, and made us who we are today. Thank you for being our heroes, our mentors, and our guiding stars. Happy Father's Day!

In observance of Memorial Day, our offices will be closed on Monday, 5/29. We hope that everyone is able to take a moment and remember those who have served.

Tomorrow, Trent Fortner will kick off the month with his Game Time Coaching Call.

If you'd like an invitation to join our Tuesday Calls please email [email protected]

The first week of April, Trent Fortner will kick off the month with his Game Time Coaching Call.

If you'd like an invitation to join our Tuesday Calls please email [email protected]

Tomorrow, Greg Gall will finish the 5 Major Money Moves conversation we've been having on the past few Tuesday Calls. The first week of April Trent Fortner will kick off the month with his Game Time Coaching Call.

If you'd like an invitation to join our Tuesday Calls please email [email protected]