We, through Karan Murugesu, CHFC®'s affiliation with Eagle Strategies, are first and foremost a fee-based planning firm1. That means that our work is process-driven rather than product-driven. In many areas of planning, no product solution is required. Other times, though, there is a gap that needs to be filled with a financial product.
Karan can and does assist clients with the acquisition of various financial products and services. In doing so, we design solutions that provide good value for our clients. Even more importantly, though, we help assure that product recommendations are appropriate for, and in alignment with, client objectives.
*Securities products are offered by Karan through NYLIFE Securities LLC (member FINRA/SIPC), A Licensed Insurance Agency.