Products

stone wall of Fort Independence near a walking path

Investment Management:

Fund Advisory Program

Eagle’s Fund advisory program offers a deep bench of fully diversified asset allocation portfolios. After exploring your investment goals, risk tolerance, and liquidity needs- we’ll determine which style of investment portfolio addresses your needs best.

Separately Managed Accounts

SMA’s are professionally managed investment vehicles that invest in individual securities on a discretionary basis and provide account owners with flexibility, such as offsetting investment gains and losses for tax purposes. With your defined investment directives, we can take full advantage of Eagle’s robust non-proprietary SMA strategies to design your specialized portfolio.

Building by lake front

Life Insurance:

Life insurance is an effective financial tool to protect your family or business from the financial crisis of an untimely death. There are a variety of life insurance products specially designed to provide the necessary coverage for different circumstances during your lifetime.

Long-Term Care Insurance:

Going through life may require a little help along the way. So if you're planning ahead, long-term care insurance may help protect you or a family member's future plans an help preserve the assets you've worked so hard to build.

Airel view of local homes

Retirement Income:

Guaranteed1 income in retirement provides a steady financial baseline and peace of mind for retirees. Income annuities pay you guaranteed income for a customized length of time, including an entire lifetime. A variety of annuity solutions exist to fulfill specific needs for those with accumulated assets.

Disability Insurance:

Disability insurance is designed to replace a portion of your income, if you are unable to work due to a covered sickness or injury. DI coverage ensures a financial backstop for your family during your working years.

1Guarantees are backed by the claims-paying ability of the issuer.

Disclosure

Michael Hurley is an agent 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 MA, NY, and RI. No insurance business may be conducted outside the states referenced.

Michael Hurley is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 201 Jones Rd Fl 5, Waltham, MA, 02451, 781-398-1310. In this regard, this communication is strictly intended for individuals residing in the states of MA, and RI. No offers may be made or accepted from any resident outside the specific states referenced.

Michael Hurley is also a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser, and a wholly-owned subsidiary of New York Life Insurance Company, offering advisory services in the states of MA, and RI. As such, these services are strictly intended for individuals residing in the states referenced.

The Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals®, is recognized globally as the standard of excellence for life insurance sales performance in the insurance and financial services industry.

FORT INDEPENDENCE FINANCIAL & INSURANCE is not owned or operated by NYLIFE Securities LLC or its affiliates.

Neither FORT INDEPENDENCE FINANCIAL & INSURANCE nor its associates are in the business of offering tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.