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Sarah Smith, CFP, Financial Advisor with Eagle Strategies LLC

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Sarah Smith, CFP, Financial Advisor with Eagle Strategies LLC

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CFP® professional and Financial Advisor offering investment advisory services through Eagle Strategies, LLC.

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 Advisor 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. Eagle Strategies LLC and NYLIFE Securities LLC are New York Life Companies. Any testimonial on this site is based on an individual’s experience and may not be representative of the experience of other customers. These testimonials are no guarantee of future performance or success. 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.

340 South Beach Street
Suite 113
Daytona Beach, FL 32114
(386) 275-1322

10/30/2026

As we move into the last stretch of 2026, it is worth pausing to ask whether your financial plan is positioned well for the months ahead and the year to come.

The fourth quarter is a natural moment to review the full picture. Not just investments, but the areas that often get overlooked throughout the year. Protection strategies that may need updating. Estate documents that have not been revisited. Retirement projections that need to reflect where you are today versus where you were when the plan was first built.

A comprehensive financial strategy covers all of it, including cash flow, retirement planning, investment management, protection planning, and estate and legacy considerations. Each of these areas connects to the others, and a decision in one affects the rest.

The goal is not just to finish the year strong. It is to make sure every part of your financial life is working together toward the future you are building.

🌟 Let us take a look at the full picture before the year closes out.
SarahSmithEagle.com | Call (386) 275-1322

10/24/2026

We are in the middle of the largest transfer of wealth in American history. Baby Boomers are preparing to pass significant assets to the next generation, and the families who navigate it well will not simply be the ones with the most money. They will be the ones with the best plan.

Research shows that only 30 percent of high-net-worth families successfully transition wealth to the next generation.

The difference is rarely about investment performance. It comes down to preparation, communication, and having the right structures in place well before assets change hands.

If legacy and estate planning are not already part of your financial strategy, now is the time to start that conversation.

🌟 SarahSmithEagle.com | Call (386) 275-1322

Sources: Cerulli Associates (2024); Vanguard, Preparing Your Family to Inherit Your Wealth.

10/22/2026

One of the most common and costly mistakes investors make is pulling out of the market during periods of uncertainty and waiting for things to feel safer before getting back in.

The challenge is that by the time things feel safe, the recovery has often already happened.

Research illustrates this clearly. An investor who remained in the market through the Great Recession ultimately ended up with significantly more than one who exited for just one year and then reinvested.

Volatility is not a reason to abandon a strategy. It is a reason to have one built well enough that you do not have to.

📊 If recent market movement has you second-guessing your approach, let us talk.

SarahSmithEagle.com | Call (386) 275-1322

09/29/2026

A lot of financial conversations focus on growth. Returns, investments, retirement projections. But for high-income professionals and business owners, one of the most overlooked parts of a strong financial strategy is protection.

Your ability to earn, your assets, your business, your family's lifestyle. All of it is vulnerable without the right structure in place. Disability & life insurance are not just safety nets. For clients at a certain level of wealth and responsibility, they are essential components of a comprehensive plan.

Protecting your progress is not about fear. It is about foresight.

🛡️ Let us take a look at whether your protection strategy is keeping pace with where you are today. SarahSmithEagle.com | Call (386) 275-1322

09/24/2026

For couples who have spent years building wealth, the financial conversations get more complex. Retirement timelines, investment strategies, business interests, estate plans, legacy goals. When two people bring different priorities and perspectives to those decisions, alignment matters more than ever.

It is not uncommon for one partner to be more focused on growth while the other prioritizes security. One may be thinking about when to exit a business while the other is thinking about what retirement actually looks like day to day. These are not conflicts. They are conversations that a well-built financial plan is designed to navigate.

Purpose-driven financial planning helps couples get on the same page, not just about numbers, but about the life they are building and the legacy they want to leave.

💙 If you and your partner have not recently revisited your strategy together, that conversation is worth having. SarahSmithEagle.com | Call (386) 275-1322

09/16/2026

When the market drops, doing nothing can feel like the hardest thing to do.

The instinct to do something can be powerful. Move to cash. Wait it out. Make a change.

But when you have a long-term strategy in place, reacting to short-term volatility can often do more harm than good.

Staying the course isn’t always easy, especially when uncertainty is high. That’s also where having an advisor in your corner can help. Having someone to talk through what’s happening, revisit the plan, and help keep short-term emotions from driving long-term decisions.

The goal isn’t to predict what the market will do next. It’s to build a strategy that doesn’t require you to.

📊 If market uncertainty has you questioning your investment strategy, let’s talk about what staying the course looks like for your situation.
SarahSmithEagle.com | Call (386) 275-1322

09/07/2026

Most people have financial goals. Fewer have a financial plan that actually connects those goals to a strategy built around their specific life, income, and priorities.

There is a significant difference between having money and having a plan for your money. A well-built financial plan does not just account for where you are today. It accounts for where you are going, what could get in the way, and how to keep everything aligned as life evolves.

For professionals, business owners, and families building wealth, that kind of comprehensive approach is not optional. It is the foundation everything else is built on.

🌟 If your financial strategy has not been reviewed recently, that is worth a conversation. SarahSmithEagle.com | Call (386) 275-1322

08/30/2026

August is wrapping up and just like that, summer is behind us.

September brings a new season and with it a natural opportunity to reset and refocus on your goals. School routines are back, schedules are settling, and life is picking back up its regular pace.

That consistency is actually one of the best environments for building good financial habits. When life steadies, your plan can too.

🍂 Let's use this fresh start to make sure your financial strategy is ready for everything fall has in store.
SarahSmithEagle.com | Call (386) 275-1322

08/23/2026

As August winds down, fall is closer than it feels. And with fall comes the final stretch of the year, which moves faster than most people expect.

The last few months of the year are some of the most important for financial planning. From reviewing your investments to revisiting your protection strategy, getting ahead of it now means you are not scrambling when the holidays arrive.

A little intention now goes a long way toward finishing the year strong.

🍂 Let's make sure your plan is set up for a strong finish to 2026.
SarahSmithEagle.com | Call (386) 275-1322

08/19/2026

Mid August means summer is starting to wind down and the back to school rush is in full swing.

It is also the time of year when a lot of people realize how much the summer costs them. Vacations, activities, back to school shopping. It adds up.

If you are feeling the financial squeeze right now, you are not alone. But this is also the perfect moment to reset, refocus, and build a strategy that sets you up strong for the rest of the year.

📊 Let's turn the end of summer into a fresh start for your finances.
SarahSmithEagle.com | Call (386) 275-1322

Address

340 South Beach Street Suite 113
Daytona Beach, FL
32114

Opening Hours

Monday	9am - 5:30am
Tuesday	9am - 5:30am
Wednesday	9am - 5:30am
Thursday	9am - 5:30am
Friday	9am - 5:30am

Telephone

+13862751322

Website

http://www.sarahsmitheagle.com/

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