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Harris Kagan, CLU, ChFC, RICP, WMCPFinancial PlannerCA Insurance Lic. # 0694597
Harris Kagan, CLU, ChFC, RICP, WMCPFinancial PlannerCA Insurance Lic. # 0694597
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  • Do You Have a Tax-Smart Withdrawal Strategy?

    Explore the tax treatment of different types of retirement accounts and the tax consequences of withdrawals, especially from multiple accounts.

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    How much do long-term care services cost?

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    How much Life Insurance do I need?

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Harris Kagan is a Registered Representative offering securities through NYLIFE Securities LLC, Member FINRA/SIPC, A Licensed Insurance Agency, and a Financial Adviser offering investment advisory services through Eagle Strategies LLC, a Registered Investment Adviser, in the states of California, Kansas, Nevada, and Texas. 

Harris Kagan is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed to sell insurance with various other independent unaffiliated insurance companies in the states of Arizona, California (CA Insurance Lic. # LD0694597), Colorado, Kansas, Nevada, New York, and Texas.

Eagle Strategies LLC (Eagle) is an indirect wholly owned subsidiary of New York Life Insurance Company and an SEC-registered investment adviser. Registration with the SEC does not imply a certain level of skill or training.  Investment products are not guaranteed and may lose value.  No tax or legal advice is provided by Eagle, its IARs or its affiliates.


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