Pat Phelan, CFP^®

ChFC^®, RICP^®

CERTIFIED FINANCIAL PLANNER

Eagle Strategies, LLC.

PO Box 296
Orleans, MA 02653

(215) 919-9998 CONNECT WITH Pat

Compensation

COMPENSATION METHODS

Commission and Fee

COMPENSATION CONSIDERATIONS

Every situation is unique and while I value my time I believe that a planning fee should not be a barrier to a great financial plan. I work with all my clients and their individual situations to ensure that it's a rewarding experience for all.

Minimums

HOUSEHOLD INCOME MINIMUM

No Minimum

Investable Asset Minimum

No Minimum

General

Pat Phelan is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Eagle Strategies, LLC. in Orleans, MA and the surrounding communities.

Financial Advisor Overview

I work with motivated individuals and business owners helping them accumulate, protect, enjoy, and ultimately distribute their wealth. I offer a variety of products that can help you meet a number of insurance and financial needs, including, but not limited to college funding, retirement, managing costs for extended periods of care and lifetime income strategies. Please contact me to help you fully analyze your needs and recommend appropriate solutions. In addition to a Financial Adviser offering investment advisory services through Eagle Strategies LLC, A Registered Investment Adviser, I am also licensed as an Agent with New York Life Insurance Company and a Registered Representative of and offer securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), A Licensed Insurance Agency.

Financial Advisor Experience

After a successful career playing professional soccer, I turned my focus to helping individuals and business owners plan for what's next. As a fiduciary, my priority is the well being of my clients at all times. I'm very passionate about my work and take my role very seriously.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 6, 63, 65

Designations & Certifications

CERTIFIED FINANCIAL PLANNER™ (CFP^®)
Chartered Financial Consultant (ChFC^®)
Other - WMCP^® FINRA Series 6 FINRA Series 7 FINRA Series 63 FINRA Series 65 Digital Assets

Insurance Licenses

Life insurance: MA, NH, NY
Health/disability insurance: MA
Fixed annuities: MA, NH
Variable annuities: MA, NH

Broker-Dealer Affiliation

NYLife Securities, Inc.

Broker-Dealer Disclaimer

Neither New York Life Insurance Company, nor its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. I am not licensed in all jurisdictions.

FINRA BrokerCheck

Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Annuities, Charitable & Planned Giving, Asset Allocation, Career Change, Investment Management, Getting Divorced, Getting Married, Mutual Funds, Job Loss, Insurance, Life Planning, Retirement, Starting a Family, Succession Planning, Long-term Care, Sudden Wealth