We are a results-oriented firm who will deliver creative and effective solutions for your clients in the areas of business, estate, succession, and tax planning. We invite you to explore our website to gain a better understanding of our team and the resources we bring to the table. If you have any questions or would like to discuss a particular client that we be of assistance with, please contact us at our Latham or Saratoga office.
Charitable Giving
Charitable planning allows you to support the organizations and causes that matter to you, while often providing immediate income streams and reducing your tax burden. Numerous charitable giving strategies exist, and we can help you design and execute a charitable giving plan that is in alignment with your personal and philanthropic goals.
Through Eagle Strategies, John A. Forte, John M. Scheidegger and Phillip Mabey provide fee-based financial planning, investment advisory services and access to investment management programs. Eagle Strategies LLC is registered with the Securities and Exchange Commission as an "Investment Adviser" and is an indirect, wholly-owned subsidiary of New York Life Insurance Company.
Mutual Funds
Discover what to look for in a balanced mutual fund and learn how this type of fund might be used in a portfolio.
Bonds
Wealth Management
A comprehensive financial analysis of your assets, liabilities, cash flow, and investments can help identify a clear path to a more secure future. We believe an integrated and holistic approach to wealth management can ensure an optimal level of asset management incorporating retirement and tax and estate planning. As Eagle Advisers, John and John have the tools to assess all of your needs and provide the best solutions for the most desirable outcome.
To provide our clients clarity and peace of mind in their financial planning efforts so they can lead happier, more worry-free lives. Our clients gain that clarity from defining what an ideal result specifically looks like to them and understanding where they are in the process of achieving that result. Their peace of mind comes from knowing what needs to be done to bridge the gap. Our comprehensive financial planning process is designed to deliver both on an ongoing basis
Retirement Planning
To execute a sound retirement strategy, asset and income protection are a must. Designing a plan that encompasses long term care insurance and disability insurance can create the necessary balance in a portfolio to ensure stability and protection of assets.
Annuities
John A. Forte and John M. Scheidegger and their fellow financial professionals are proud to be affiliated with New York Life Insurance Company. New York Life and its wholly-owned subsidiaries provide life insurance, annuities, long-term care insurance, and mutual funds. A mutual insurance company, New York Life is one of the largest mutual life insurance companies in the United States and holds the highest possible financial strength ratings currently awarded to any life insurer from all four of the major credit rating agencies: A.M. Best (A++), Fitch (AAA), Moody’s Investor Service (Aaa), Standard & Poor’s (AA+). (Source: Individual independent rating agency commentary as of 8/1/15)
Long Term Care
Asset Management
Managing your wealth requires a clear understanding of your overall investment objectives. Through Eagle Strategies LLC, our comprehensive investment advisory capabilities utilize a disciplined investment approach that looks beyond traditional asset allocation, while addressing important factors such as risk tolerance levels and investment time horizons.
Asset Protection
There are numerous financial strategies and retirement income plans that can help you accumulate assets for the future, shield your business and personal assets from liabilities, and safeguard asset transfer to children and grandchildren. We can help you figure out what the right course of action is for your specific situation and objectives.