Sarah Smith, CFP, Financial Advisor with Eagle Strategies LLC

Sarah Smith, CFP, Financial Advisor with Eagle Strategies LLC CFP® professional and Financial Advisor offering investment advisory services through Eagle Strategies, LLC.

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 Advisor 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. Any testimonial on this site is based on an individual’s experience and may not be representative of the experience of other customers. These testimonials are no guarantee of future performance or success. 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.

340 South Beach Street
Suite 113
Daytona Beach, FL 32114
(386) 275-1322

July is the heart of summer and it is easy to get caught up in the fun of the season.But your financial goals do not tak...
07/09/2026

July is the heart of summer and it is easy to get caught up in the fun of the season.

But your financial goals do not take a vacation. Mid summer is actually a great time to check in, reassess, and make sure you are still on track with where you want to be by the end of the year.

Small, consistent steps during the busy seasons are what separate a good plan from a great one.

📊 Let's make sure your momentum is carrying you in the right direction.
SarahSmithEagle.com | Call (386) 275-1322

This Fourth of July, we celebrate the freedoms that matter most.One of them is financial freedom. The ability to make ch...
07/04/2026

This Fourth of July, we celebrate the freedoms that matter most.

One of them is financial freedom. The ability to make choices with confidence, prepare for the future, and build the life you want for yourself and your family.

It doesn't happen overnight, but small, intentional steps can make a meaningful difference over time.

🎆 As you celebrate this Independence Day, take a moment to think about what financial freedom means to you and what steps could help you get closer to it.

SarahSmithEagle.com | (386) 275-1322

June wraps up the first half of 2025. That makes this one of the best times of the year to pause and take a real look at...
06/29/2026

June wraps up the first half of 2025. That makes this one of the best times of the year to pause and take a real look at where you stand.

Have your goals changed? Has your income, your family, or your timeline shifted? Mid-year is the perfect moment to make sure your strategy is still aligned with where you want to go.

Progress is not just about big decisions. It is about staying intentional and adjusting when life calls for it.

💪 Let's use this mid-year moment to make sure your plan is still working for you.
SarahSmithEagle.com | Call (386) 275-1322

Father’s Day is about celebrating the dads who show up every day with love, patience, strength, and sacrifice. 💙Watching...
06/21/2026

Father’s Day is about celebrating the dads who show up every day with love, patience, strength, and sacrifice. 💙

Watching my husband become a father has been one of the greatest joys of my life. Our son is so lucky to have him.

Happy Father’s Day to all the incredible dads out there!

Flag Day honors the values this country was built on, commitment, perseverance, and planning for something greater than ...
06/14/2026

Flag Day honors the values this country was built on, commitment, perseverance, and planning for something greater than the moment you're in.

The same principles apply to your financial life. Having a clear strategy means you're not just reacting to what's in front of you. You're building toward something.

Whether that's retirement, protecting your family, or leaving a legacy, it all starts with a plan.

Let's build something worth standing behind.
SarahSmithEagle.com | Call (386) 275-1322

Summer is officially here and with it comes vacations, family gatherings, home projects, and all the things that make th...
06/01/2026

Summer is officially here and with it comes vacations, family gatherings, home projects, and all the things that make the season worth looking forward to.

But summer spending adds up faster than most people expect. Without a plan in place, it is easy to find yourself heading into fall feeling financially stretched.

The good news? A solid financial strategy means you can enjoy every moment of the season without the stress of what comes after.

☀️ Let's make sure your summer plans and your financial plans are working together.
Call (386) 275-1322

Mother's Day is a reminder of the people we work so hard to protect and provide for.Protection planning isn't just about...
05/10/2026

Mother's Day is a reminder of the people we work so hard to protect and provide for.

Protection planning isn't just about finances. It's about making sure the people you love are taken care of, no matter what life brings.

Life insurance, disability coverage, and asset protection strategies are some of the most meaningful gifts you can give your family.💛

This week, think about what and who you're building your plan for.
SarahSmithEagle.com | Call (386) 275-1322

May is here, and with a new month comes a great opportunity to check in on the goals you set at the start of the year.Ar...
05/06/2026

May is here, and with a new month comes a great opportunity to check in on the goals you set at the start of the year.

Are you on track? Have things shifted? Life changes and your financial plan should be flexible enough to change with it.

Whether you're just getting started or reassessing where you are, now is the perfect time to take stock and make sure your strategy still fits your life.

🌟 Let's make sure your plan is working as hard as you are. Call (386) 275-1322

As April wraps up, it’s a good time to check in with yourself. Are you staying consistent with your financial goals?Prog...
04/27/2026

As April wraps up, it’s a good time to check in with yourself. Are you staying consistent with your financial goals?

Progress doesn’t come from big, one-time decisions. It comes from steady, thoughtful steps over time.

A strong plan helps you stay on track, even when life gets busy.

Let’s keep your momentum going into the months ahead - (386) 275-1322

Address

340 South Beach Street Suite 113
Daytona Beach, FL
32114

Opening Hours

Monday 9am - 5:30am
Tuesday 9am - 5:30am
Wednesday 9am - 5:30am
Thursday 9am - 5:30am
Friday 9am - 5:30am

Telephone

+13862751322

Website

Alerts

Be the first to know and let us send you an email when Sarah Smith, CFP, Financial Advisor with Eagle Strategies LLC posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Shortcuts

Share

Category