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The Baby Boomers are beginning to reach retirement age. In fact, it’s estimated that for the next 19 years, about 10,000 people will turn 65 every single day. And with retirement age approaching for millions of Americans, anxiety about financial security is common.
Addressing that anxiety is where Rob Hendrickson with Eagle Strategies, LLC, comes in.
Eagle Strategies is a Registered Investment Adviser and an indirect, wholly owned subsidiary of New York Life. With a wide array of investment advisory and financial planning services, Eagle Strategies provides a unique, integrated approach to wealth management solutions and financial planning.
Whether Hendrickson’s clients are looking for assistance planning their estate, business, retirement, or charitable giving, he is able to provide each of them with a customized plan to help them address their concerns and achieve financial security. “There are a huge number of baby boomers who are looking to retirement with apprehension and worry. I work to relieve as many of these worries as possible.”
What sets Hendrickson apart from other financial advisors is the fact that his background is in insurance rather than investments. “This has led me to work well with pre-retirees, specifically those who are uncertain about the market and want ways to meet their goals without the standard risks of market declines, higher taxes, health-care costs, and outliving their assets.”
“I'm not against investing in the market,” Hendrickson added. “On the contrary, I think riding the volatility is really the best thing for people who have the time to let it work out. The people I work with are out of time.”
Hendrickson’s affiliation with New York Life also gives him access to unique products and services that provide guarantees in many areas where he sees people taking unnecessary risks with their money. Though not exclusive to New York Life, he does have the flexibility to offer their products. Additionally, Hendrickson is the only member of the New York Life local office with the Eagle Strategies affiliation.
“I have grown into a more comprehensive position as a financial planner from my background in insurance,” Hendrickson added. “That, as well as my access to a multitude of products and services, has allowed me to provide a much more balanced service to my clients. I can deliver recommendations based on what is best for them rather than a particular product bias.”
Over the years, Hendrickson has built strong relationships with each of his clients, a core part of Eagle Strategies’ success. “Selecting a financial adviser is not an easy decision. It’s a matter of commitment and trust. I understand that, and am doing my best to live by Rotary’s Four-Way Test and the Golden Rule. I am deeply committed to earning my clients’ trust everyday.”
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