Juan B. Gonzalez,
Investment Adviser Representative, Eagle Strategies LLC
Juan B. Gonzalez, LUTCF, FSCP®
Financial and Insurance Services
As with most things in life, the key to achieving your long-term financial objectives is preparation. Your goals may include funding your children's college education, protecting your family during your working years, or securing your retirement. These objectives don’t happen by accident—it’s essential to define your financial aspirations and create a strategy to achieve them. The good news? It’s never too late to start.
Preparing for your financial future can feel intimidating, but you don’t have to navigate it alone. As a New York Life Insurance Company agent and a Registered Representative of NYLIFE Securities LLC at the Tampa General Office, I am a trained professional here to help. Together, we can identify your financial needs and determine which insurance and financial products are best suited to help you achieve your goals.
Please use my website as a resource, and don’t hesitate to contact me for additional information or to schedule a meeting. Feel free to reach out at (813) 395-3104.
Thank you for your interest!
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Articles
Having control over your day-to-day finances
Money is personal, and emotional, but it doesn’t have to be scary. Understanding how your day-to-day finances and your emotions are connected can help you take more control of your financial situation.
Easy steps for starting a "surprise" fund
Surprises happen, and they can get very expensive. Whether you have a "surprise fund" already or not, these easy steps can help you feel secure and prepared for any future surprise expenses.
Budgeting for a non-budgeter
Budgeting doesn’t have to be a scary word. Take the fear out of budgeting with these simple tips, tricks, and ideas to help even a beginning budgeter get started.
Should you combine your finances after getting married
Whether or not to tie your finances together after you’ve tied the knot is a big question for all newly married couples. Here’s what you need to consider before making the decision.
5 things to do after divorce to help build financial freedom
Divorce is a reality that half of married couples will face in their lifetime—it’s an emotionally challenging time for most, but bringing a thoughtful approach to your finances throughout the process can ensure that you come out on the other side prepared for your new life.