Executive Benefit Strategies – Our mission is to help optimize our bank client's bottom line by repositioning assets that can informally fund benefit packages facilitating the retention and recruitment of key executives, while increasing shareholder value.  We do this through the creative use of Bank Owned Life Insurance - BOLI.

Give your directors someting to get excited about.  Ask about the BOLI funded Director Fee Deferral Plan.  A director can elect to defer all or a portion of their fees, defer taxes, and earn a very attractive rate of interest.  BOLI earnings can offset the cost.


Investment Advisory Services - Offered through Eagle Strategies LLC, a wholly owned subsidiary of New York Life Insurance Company.

  • Comprehensive investment advisory and financial planning capabilities.​
  • Long-term relationships built on mutual trust
  • Truly independent financial guidance
  • A conflict-free investment manager compensation model
  • Fully electronic account set up process.  We utilize video conferencing and electronic signatures.  No need for an in person visit.  Stay safe!

For BOLI information and other services offered, please go to the section "About Us".  Thank you for visiting our website.

Other services: Financial Advisor, Financial Planning, Life Insurance, Estate Planning, Long Term Care


Featured Article - A Lasting Legacy with Life