Rachell Roach, Financial Advisor with Eagle Strategies LLC

Rachell Roach, Financial Advisor with Eagle Strategies LLC Financial Advisor offering investment and advisory services through Eagle Strategies LLC. These testimonials are no guarantee of future performance or success.

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 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.

8000 W Interstate 10. Ste. 800
San Antonio, TX 78230
O: 210.342.7878
C: 830.992.9910

Any testimonial on this site is based on an individual’s experience and may not be representative of the experience of other customers. No direct or indirect payment or other compensation is provided to any person for a testimonial or endorsement appearing here. 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. My California Insurance license number is 4152244.

Life insurance at work is a nice benefit, but it may not be enough to protect your family. If it isn’t enough to cover t...
09/01/2026

Life insurance at work is a nice benefit, but it may not be enough to protect your family. If it isn’t enough to cover the mortgage, childcare, medical expenses and ongoing bills, you may need an individual policy to make sure your loved ones have sufficient coverage.

The "Serena Williams rule" is all about giving yourself options, rather than forcing yourself into a black-and-white ret...
08/28/2026

The "Serena Williams rule" is all about giving yourself options, rather than forcing yourself into a black-and-white retirement.

Rather than formally retire, Serena Williams sought an "evolution."

Your target retirement age is looming, but you're not sure you're on track to retire the way you want? Here are some act...
08/19/2026

Your target retirement age is looming, but you're not sure you're on track to retire the way you want? Here are some action items to consider.

Your target retirement age is looming, but you're not sure you're on track to retire the way you want? Here's what to do.

Looking for a little more certainty with your money?Check out this guaranteed interest rate. Contact me today!
08/17/2026

Looking for a little more certainty with your money?
Check out this guaranteed interest rate.
Contact me today!

Upcoming ballot measures in several states could provide additional property tax relief for older adult homeowners.
08/15/2026

Upcoming ballot measures in several states could provide additional property tax relief for older adult homeowners.

Unsure about the right time to invest?Flying high or dipping low, timing the market is never easy. A dollar cost averagi...
08/13/2026

Unsure about the right time to invest?

Flying high or dipping low, timing the market is never easy. A dollar cost averaging (DCA) account, available within a variable annuity, removes the guesswork by investing in equities at regular intervals rather than all at once.

See our Dollar Cost Averaging Advantage (DCAA) Account interest rate, available for a limited time. https://bit.ly/3TdQH3C

A program of regular investing does not ensure a profit or eliminate the risks on investing. Variable annuities are offered only by prospectus. Please read the prospectus carefully before investing.

There's more financial advice out there for young people than ever—and somehow, that's making things harder, not easier....
08/13/2026

There's more financial advice out there for young people than ever—and somehow, that's making things harder, not easier. Trends like ""girl math"" and ""no-spend"" months turn budgeting into a game or a punishment, when what most young people actually need is a plan.
I'm sharing an article that gets into why all this noise is landing the way it is—and what actually helps cut through it.
https://bit.ly/3UeSAxz
Whether you’re thinking about how to build a stronger financial foundation for you or someone you care about, reach out. I’m always here to talk.

The FIRE movement has evolved beyond early retirement. Learn how Coast FIRE, Barista FIRE and financial flexibility are ...
08/11/2026

The FIRE movement has evolved beyond early retirement. Learn how Coast FIRE, Barista FIRE and financial flexibility are reshaping retirement planning.

Early retirement isn't the only goal anymore. Here's how today's FIRE movement is shifting toward financial flexibility and making work optional.

Estate tax and inheritance tax are both often referred to as "death taxes," but they aren’t the same when it comes down ...
08/03/2026

Estate tax and inheritance tax are both often referred to as "death taxes," but they aren’t the same when it comes down to who pays.

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San Antonio, TX
78230

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