Joe Milford, CFA - Financial Adviser with Eagle Strategies LLC

Joe Milford, CFA - Financial Adviser with Eagle Strategies LLC Founder & Wealth Amplifier at JAM Wealth Partners "Learn from yesterday. Live for today. Plan for tomorrow." Leveraging a unique blend of U.S.

Air Force leadership, Fortune 100 company experience, and Chicago Booth MBA education, I seek to preserve, protect, and enhance both your human and financial capital. A seasoned financial caretaker and life stage consultant, I am passionate about creating, communicating, and implementing financial solutions that serve your goals and fit your life. I offer a variety of products that can help you me

et 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 Adviser offering investment advisory services through 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. I'm authorized to offer life insurance and lifetime income annuity* products from New York Life to AARP members. Our office location:
14516 Detroit Ave. Lakewood, OH 44107
(216) 353-5526

Neither JAM Wealth Partners nor New York Life Insurance Company, or its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. JAM Wealth Partners is not owned or operated by New York Life Insurance Company or its affiliates. My CA insurance license is 0K75523. I am not licensed in all jurisdictions.

*Issued by New York Life Insurance and Annuity Corporation

Eagle Strategies LLC and NYLIFE Securities LLC are New York Life Companies.

A new job can mean lots of new changes, both for you and your family. How has your new job affected your family? Let me ...
09/11/2019

A new job can mean lots of new changes, both for you and your family. How has your new job affected your family? Let me know in the comments below.

Helping protect your employees, their families, and their peace of mind—the business owner hat trick. Like and share if ...
09/09/2019

Helping protect your employees, their families, and their peace of mind—the business owner hat trick. Like and share if you go the extra mile for your employees.

For nearly 175 years, people have worked with New York Life to protect their families and futures. We believe in the importance of human guidance and in trusted relationships built on being there when our customers need us most.

Your home provides your family with comfort and security. But who will pay the mortgage if something should happen to yo...
09/04/2019

Your home provides your family with comfort and security. But who will pay the mortgage if something should happen to you? With flexible solutions that fit your needs, I can help your family remain comfortable and financially secure.

08/29/2019

Have you switched jobs recently? It is a great time to review your retirement planning strategy and know your options. Together, we can come up with a solution that works for you.

A new home often means a new mortgage and more bills, but did you know life insurance can help safeguard your home? Like...
08/27/2019

A new home often means a new mortgage and more bills, but did you know life insurance can help safeguard your home? Like this post if you've taken steps or would like to take steps to protect your home.

What's your succession plan? If you plan to keep your business within the family, read this article and comment below ho...
08/26/2019

What's your succession plan? If you plan to keep your business within the family, read this article and comment below how you plan to keep your business going, generation after generation.

For nearly 175 years, people have worked with New York Life to protect their families and futures. We believe in the importance of human guidance and in trusted relationships built on being there when our customers need us most.

Every business owner wants the best for their employees. While traditional benefits offer them a level of protection, yo...
08/16/2019

Every business owner wants the best for their employees. While traditional benefits offer them a level of protection, you want to provide them with more. What benefits do you feel your employees want the most? Comment below.

For nearly 175 years, people have worked with New York Life to protect their families and futures. We believe in the importance of human guidance and in trusted relationships built on being there when our customers need us most.

Whether it's your first job or your twelfth, a new job brings new financial opportunities. How have your financial goals...
08/16/2019

Whether it's your first job or your twelfth, a new job brings new financial opportunities. How have your financial goals changed with your new job? Let me know below.

There are lots of options to help you protect what you've earned and prepare for a bright financial future. Now that you...
08/14/2019

There are lots of options to help you protect what you've earned and prepare for a bright financial future. Now that you've purchased your new home, what comes next? Let me know your plans below.

Supplement your employees' benefits with an extra option that never goes out of style.
08/07/2019

Supplement your employees' benefits with an extra option that never goes out of style.

For nearly 175 years, people have worked with New York Life to protect their families and futures. We believe in the importance of human guidance and in trusted relationships built on being there when our customers need us most.

A sense of family, security, accomplishment—what does your new home mean to you? Let me know below.
08/05/2019

A sense of family, security, accomplishment—what does your new home mean to you? Let me know below.

Transitioning between jobs can be a challenge—professionally, personally, and financially. Let me know what steps you ha...
08/04/2019

Transitioning between jobs can be a challenge—professionally, personally, and financially. Let me know what steps you have taken to make the transition easier in the comments below.

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Independence, OH
44131

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