Sarah Smith, CFP, Financial Advisor with Eagle Strategies LLC

Sarah Smith, CFP, Financial Advisor with Eagle Strategies LLC 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 thro

ugh 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

Summer is officially here and with it comes vacations, family gatherings, home projects, and all the things that make th...
06/01/2026

Summer is officially here and with it comes vacations, family gatherings, home projects, and all the things that make the season worth looking forward to.

But summer spending adds up faster than most people expect. Without a plan in place, it is easy to find yourself heading into fall feeling financially stretched.

The good news? A solid financial strategy means you can enjoy every moment of the season without the stress of what comes after.

☀️ Let's make sure your summer plans and your financial plans are working together.
Call (386) 275-1322

Mother's Day is a reminder of the people we work so hard to protect and provide for.Protection planning isn't just about...
05/10/2026

Mother's Day is a reminder of the people we work so hard to protect and provide for.

Protection planning isn't just about finances. It's about making sure the people you love are taken care of, no matter what life brings.

Life insurance, disability coverage, and asset protection strategies are some of the most meaningful gifts you can give your family.💛

This week, think about what and who you're building your plan for.
SarahSmithEagle.com | Call (386) 275-1322

May is here, and with a new month comes a great opportunity to check in on the goals you set at the start of the year.Ar...
05/06/2026

May is here, and with a new month comes a great opportunity to check in on the goals you set at the start of the year.

Are you on track? Have things shifted? Life changes and your financial plan should be flexible enough to change with it.

Whether you're just getting started or reassessing where you are, now is the perfect time to take stock and make sure your strategy still fits your life.

🌟 Let's make sure your plan is working as hard as you are. Call (386) 275-1322

As April wraps up, it’s a good time to check in with yourself. Are you staying consistent with your financial goals?Prog...
04/27/2026

As April wraps up, it’s a good time to check in with yourself. Are you staying consistent with your financial goals?

Progress doesn’t come from big, one-time decisions. It comes from steady, thoughtful steps over time.

A strong plan helps you stay on track, even when life gets busy.

Let’s keep your momentum going into the months ahead - (386) 275-1322

Last week highlighted National Financial Advisor Day, but the value of having a plan (and guidance) goes far beyond one ...
04/22/2026

Last week highlighted National Financial Advisor Day, but the value of having a plan (and guidance) goes far beyond one day.

Financial planning isn’t about quick decisions, it’s about having a steady strategy and someone to help you navigate life’s changes along the way.

Whether you're planning for retirement, managing investments, or thinking about your legacy, having a guide can make all the difference.

Let’s create a plan that grows with you - (386) 275-1322

The tax deadline is almost here and while filing is important, what matters just as much is what you do after.Tax season...
04/13/2026

The tax deadline is almost here and while filing is important, what matters just as much is what you do after.

Tax season is a great reminder that financial decisions are all connected, from income and investments to long-term planning.

And with National Financial Advisor Day right around the corner, it’s a good time to ask:

Do you have a plan in place that looks beyond just this year?

Let’s build a strategy that works for today and your future.

SarahSmithEagle.com | Call (386) 275-1322

April is Financial Literacy Month, a reminder that understanding your finances is one of the most powerful tools you can...
04/07/2026

April is Financial Literacy Month, a reminder that understanding your finances is one of the most powerful tools you can have.

The more you know, the more confident you feel when making decisions about your future. Whether that’s saving, investing, or planning for retirement.

You don’t need to know everything. You just need a plan that makes sense for you.

🌟 Ready to feel more confident about your financial future?
SarahSmithEagle.com | Call (386) 275-1322

Spring is here, the season of fresh starts 🌿Now’s the perfect time to revisit your financial goals and make small change...
03/30/2026

Spring is here, the season of fresh starts 🌿

Now’s the perfect time to revisit your financial goals and make small changes that can lead to big results.

Ready to refresh your plan?
📲 SarahSmithEagle.com | (386) 275-1322

Planning isn’t only about today, it’s also about the people you’ll leave behind.Inheritance and legacy planning helps en...
03/26/2026

Planning isn’t only about today, it’s also about the people you’ll leave behind.

Inheritance and legacy planning helps ensure your wishes are clear and your loved ones feel supported when it matters most. A thoughtful plan can bring peace of mind now and clarity for the future.

Let’s create a plan that protects your legacy.
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

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