Harris Kagan, Financial Adviser with Eagle Strategies, LLC.

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Harris Kagan, Financial Adviser with Eagle Strategies, LLC. I am a Financial Adviser offering investment advisory services through Eagle Strategies, LLC., A Registered Investment Adviser.

I am a Financial Advisor offering investment advisory services through Eagle Strategies LLC, A Registered Investment Adviser in the state of CA. As such, these services are strictly intended for individuals residing in the states referenced. No insurance business may be conducted outside the states referenced. 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 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. Eagle Strategies LLC and NYLIFE Securities LLC are New York Life Companies. 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. I am an Agent of and 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 AZ, CA (CA Insurance License #0694597), DE, ID, IL, NV, NY, OR, TX, and WI. 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. 6300 Wilshire Blvd., Suite 2000, Los Angeles, CA 90048 323-782-3200 My California Insurance license number is 0694597.

More than 25 million young adults now live with their parents, the highest number on record. What’s going on?Half of rec...
09/30/2026

More than 25 million young adults now live with their parents, the highest number on record. What’s going on?
Half of recent grads are moving back home after finishing school. While living with parents can have its own challenges, many of them see it as an opportunity to save—and use what they'd have spent on rent to travel, chip away at debt, or just get some breathing room before the next step.
Check out the full story here:
https://bit.ly/4iWQqx6
If this sounds like you, or someone you know, send me a message and let's talk.

09/29/2026

For couples, retirement planning often means preparing for the possibility that one partner may live significantly longer than expected. That can affect how retirement income is structured and how long assets may need to last.

Let's discuss how your retirement strategy is designed to support both of you over the long term.

People are living longer and as a result, retirement lasts longer. That means retirement planning is about creating an i...
09/28/2026

People are living longer and as a result, retirement lasts longer. That means retirement planning is about creating an income strategy designed to support a longer time horizon.

If you'd like to revisit your retirement plans and discuss how a longer retirement may affect your goals, let's connect.

The way retirement income is taxed can change depending on when assets are accessed and which accounts are used for inco...
09/27/2026

The way retirement income is taxed can change depending on when assets are accessed and which accounts are used for income. Understanding these dynamics may help support more informed decisions over time.

If you'd like to discuss how taxes could affect your retirement income strategy, let’s schedule some time to talk.

09/26/2026

What if you could keep your employee benefits when you left your job? With employee benefit protection products from New York Life Insurance Company, you can.
If you’re seeking a simple, straightforward application process and want to learn more, watch this video and get in touch today.

Periods of market volatility can create uncertainty, particularly for those relying on retirement income. Having a strat...
09/25/2026

Periods of market volatility can create uncertainty, particularly for those relying on retirement income. Having a strategy to support essential income needs may help provide greater flexibility when markets become unpredictable.

If you have concerns about market shifts, let’s schedule time to review how your current approach is positioned for changing market conditions.

Life insurance at work is a nice benefit, but it may not be enough to protect your family. If it isn’t enough to cover t...
09/25/2026

Life insurance at work is a nice benefit, but it may not be enough to protect your family. If it isn’t enough to cover the mortgage, childcare, medical expenses and ongoing bills, you may need an individual policy to make sure your loved ones have sufficient coverage.

Tax planning can play an important role in retirement. In some cases, a Roth conversion may create additional flexibilit...
09/24/2026

Tax planning can play an important role in retirement. In some cases, a Roth conversion may create additional flexibility by helping manage when and how retirement income is taxed. However, Roth conversions also involve important tax considerations that should be carefully evaluated.

If you'd like to explore whether a Roth conversion strategy could make sense for your situation, let's connect.

09/24/2026

Life can be unpredictable. Having an emergency fund when the unexpected occurs, makes the unpredictable…predictable

Looking for a little more certainty with your money?Check out this guaranteed interest rate. Contact me today!
09/21/2026

Looking for a little more certainty with your money?
Check out this guaranteed interest rate.
Contact me today!

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1608 Pandora Avenue
Los Angeles, CA
90024

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