Jared Backner, FSCP Financial Advisor Eagle Strategies

Jared Backner, FSCP Financial Advisor Eagle Strategies Contact information, map and directions, contact form, opening hours, services, ratings, photos, videos and announcements from Jared Backner, FSCP Financial Advisor Eagle Strategies, Financial planner, 2020 Main Street Floor 10, Irvine, CA.

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, management cost for extended periods of care and lifetime income strategies.

09/15/2025

September is National Life Insurance Month — a reminder that real love isn’t only spoken, it’s shown. Because, as this video shows, life insurance is one of the most meaningful ways to ensure your family is cared for — today, tomorrow, and for generations to come. Let’s talk about how you can protect the ones you love.

There are no mulligans in golf or retirement. Our goal is to make annuities easy for you and your clients. Talk to me ab...
07/07/2025

There are no mulligans in golf or retirement. Our goal is to make annuities easy for you and your clients. Talk to me about solutions that can help you get it right on the first swing.

In this week's  , New York Life Investments' Global Market Strategy team discusses Liberation Day, which is coming – tho...
04/07/2025

In this week's , New York Life Investments' Global Market Strategy team discusses Liberation Day, which is coming – though investors could be forgiven for not feeling especially free. Announced for April 2, the term refers to the Trump administration’s planned rollout of reciprocal tariffs aimed at trade partners with big surpluses and steep barriers to U.S. exports. The idea is to “level the playing field” in global trade, and the hope is more clarity could reduce investor angst – even if that clarity comes with higher trade barriers.
https://bit.ly/43KU7hS

What have you done in the past that has paved the way for your success today?
12/19/2024

What have you done in the past that has paved the way for your success today?

Maximizing wealth transfers for the 99%Learn how you can utilize the federal gift and estate tax exemption to maximize y...
12/12/2024

Maximizing wealth transfers for the 99%
Learn how you can utilize the federal gift and estate tax exemption to maximize your wealth transfer strategies in this article from Winstead PC attorney Jeff Chadwick, who shares simple, effective methods to protect your assets and minimize taxes. Call me to discuss these flexible gifting approaches that can ensure your legacy is protected for generations to come.
https://bit.ly/3ZR04Y0

From wrapping presents to getting the kids dressed and ready, there's always prep work in providing the perfect holiday ...
12/09/2024

From wrapping presents to getting the kids dressed and ready, there's always prep work in providing the perfect holiday for your loved ones. Wouldn't it be great to have someone who can help? While you may be on your own for the small stuff, when it comes to building your family's financial security, I'm more than happy to lend a hand. Learn more about what I can do for you this holiday season and reach out when you have a moment to spare.

This  , we're thankful for the opportunity to protect the ones you cherish most. Wishing you a safe and joyful holiday f...
11/13/2024

This , we're thankful for the opportunity to protect the ones you cherish most. Wishing you a safe and joyful holiday filled with gratitude, love, and peace of mind.

Planning for caregiving costs is essential. As demand grows, integrating caregiving into your financial strategy is cruc...
10/28/2024

Planning for caregiving costs is essential. As demand grows, integrating caregiving into your financial strategy is crucial. I can help create a strategy that fits your family’s needs. For more information or to schedule a call, please get in touch.

Estate planning in 2025: given the uncertainty surrounding future tax legislation, now is an opportune time for high-net...
10/24/2024

Estate planning in 2025: given the uncertainty surrounding future tax legislation, now is an opportune time for high-net-worth individuals to act.

Given the uncertainty surrounding future tax legislation, now is an opportune time for high-net-worth individuals to act.

Learn more about what’s currently shaping the markets. Read this quarter’s edition of The Eagle Edge here.https://bit.ly...
10/11/2024

Learn more about what’s currently shaping the markets. Read this quarter’s edition of The Eagle Edge here.
https://bit.ly/3U3yoM8

Creating a solid financial strategy can be your first step toward achieving long-term financial security. This  , reach ...
10/07/2024

Creating a solid financial strategy can be your first step toward achieving long-term financial security. This , reach out and let's work together to map out your goals and secure your future.

Address

2020 Main Street Floor 10
Irvine, CA
92614

Opening Hours

Monday 8am - 9pm
Tuesday 8am - 9pm
Wednesday 8am - 9pm
Thursday 8am - 9pm
Friday 8am - 9pm
Saturday 8am - 9pm

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