Helping you reach your goals

As with most other things in life, the key to achieving your long-term financial objectives is planning. Your goal may be to fund your children’s college education, protect your family during your working years, or guarantee your own retirement income security. These things won’t happen by accident. It’s important to determine what you’d like to achieve financially and then map out a strategy that will help you meet those goals. The good news is that it’s never too late to start.

Of course, planning your financial future can be intimidating. Luckily, you don't have to do it alone. As a New York Life insurance agent, a Registered Representative of NYLIFE Securities LLC and a Financial Advisor for Eagle Strategies LLC, I am a trained professional who can help you identify your financial needs and then determine a course of action that can best help you meet your objectives.

Please use my website as a resource, and do not hesitate to contact me for additional information or to schedule a meeting. Thank you for your interest.


 



Jeffrey Beaulieu 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 CA (CA Ins Lic 0B30642), NV,UT,AZ,WA. No insurance business may be conducted outside these states referenced.

Jeffrey Beaulieu is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, 6690 Alessandro Blvd, Ste. B Riverside, CA 92506. In this regard, this communication is strictly intended for individuals residing in the states of CA,NV,AZ, and UT. No offers may be made or accepted from any resident outside the specific states referenced.

Jeffrey Beaulieu is also a Financial Advisor with Eagle Strategies LLC, a registered investement adviser and a New York Life Company. In this capacity Jeffrey Beaulieu is authorized to offer fee-based financial planning and investment advisory serrvices in the states of CA, NV, and UT. No offers may be made or accepted from any resident outside the specific states referenced.




 

Calculators

Newsletters

  • Year-End 2021 Tax Tips

    This article outlines various tax-related financial moves to consider before the end of the calendar year.

Subscribe to our Newsletter