Neely • German Financial Services

Financial planning is reassuring to know you have a clear plan for the future.

Financial planning can help you organize your finances to make the most of your money and avoid situations you may not have anticipated.

John Neely and Kyle German are always thinking ahead and have long-standing expertise and experience in advising individuals, couples and families, companies and trusts. With their guidance, you can have a strategy for whatever life brings.

It is never too soon to plan for your future. By getting you to focus on the lifestyle you want, the income you will need and who might be depending on you, planning can help you and your investment manager to set your investment goals.

It gives you peace of mind to know that you have retirement covered, and can help children and grandchildren with expenses like school and university fees and buying a home.

If you're concerned about:
 

Wealth preservation/Estate planning

Business succession strategies

Retirement planning

Education funding

Portfolio management

Charitable gifting

Risk Management

As Financial Advisers with Eagle Strategies LLC, a Registered Investment Adviser, we can provide you with a plan to help you achieve your financial goals.
Please use our Web site as a resource, and do not hesitate to contact us for additional information or to schedule a meeting. Thank you for your interest.

John Neely and Kyle German  are agents licensed to sell insurance through New York Life and may be licensed with various other independant unaffiliated insurance companies Maryland. No insurance business can be conducted outside the states referenced.

John Neely and Kyle German  Registered Representatives of New York Life and offer securities products and services through NYLIFE Securities LLC, Member FINRA/SIPC, a Licensed Insurance Agency ( 1954 Greenspring Dr, Timonium, MD 21093 and 6901 Rockledge Drive, Suite 800 Bethesda, MD 20817 301-214-6600). In this regard, this communication is strictly intended for individuals residing in the state of Maryland.                                                    

John Neely and Kyle German are also separately registered as investment adviser representatives ("IAR"), under Eagle Strategies LLC, a Registered Investment Advisor, offering advisory services in the state of  Maryland.

Eagle Strategies LLC and NYLIFE Securities LLC are New York Life Companies.

Neely German Financial Services is not owned or operated by NYLIFE Securities LLC or its affiliates