Englert Financial & Insurance Services

"In Financial Planning, your most important consideration is NOT the probability of an event occurring, rather, you should consider the impact of it's consequences."

• Business succession strategies
• Retirement planning
• Education funding
• Portfolio management  *
• Charitable gifting
• Risk Management

 * As a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser, I can provide you with a plan to help you achieve your financial goals.

Of course, planning your financial future can be intimidating. Luckily, you don't have to do it alone. As a holder of the Chartered Financial Consultant designation, Investment Adviser Representative of Eagle Strategies LLC, a Registered Investment Adviser and a Registered Representative of NYLIFE Securities LLC, I am a trained professional who can help you identify your financial objectives and then determine which insurance and financial products can best help you maximize your unique potential. The Northern California General Office for The New York Life Insurance Co., and NYLIFE Securities LLC, is located at 2999 Douglas Boulevard, Suite 350, Sacramento, CA 95661. The phone number there is (916) 774-6200.

Please use my Web site as a resource, and do not hesitate to contact me  for additional information or to schedule a meeting. Thank you for your interest.

One of the most important issues in Life Insurance planning is the concept of  Human Life Value.  If you would like to discuss adjusting, or correcting, your current life insurance program - just use this link to contact us. 

 John J. Englert, CLU, ChFC, LUTCF(CA#0606915), and Will Keeler( (CA0G20798) are agents collectively licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of California, Oregon, Washington, Ohio, Texas and Florida. No insurance business may be conducted outside this/these states referenced.

John J. Englert, CLU, ChFC, LUTCF is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, 3050 Victor Avenue, Suite B, Redding, CA 96002 (530) 224-6810, Member FINRA/SIPC, a registered broker-dealer. In this regard, this communication is strictly intended for individuals residing in the states of California & Oregon. No offers may be made or accepted from any resident outside the specific states referenced.

* John J. Englert, CLU, ChFC, LUTCF is also separately registered as an investment adviser representative with Eagle Strategies LLC, a Registered Investment Adviser, offering advisory services in the states of California & Oregon. As such, these services are strictly intended for individuals residing in the specific states referenced.

Englert Financial & Insurance Services  is not owned, nor operated, by Eagle Strategies LLC, a Registered Investment Adviser, nor it's parent company New York Life Insurance Company or affiliate - NYLIFE Securities LLC.

Where are you getting your financial advice? Newspapers? Magazines? Web sites? Cable TV? While the financial media often provide helpful information, they cannot take the place of an experienced financial adviser who is familiar with your particular situation and can offer personalized advice.

If you’re concerned about:
 

Wealth preservation/Estate planning