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Daniel C. Jeanneret, Principal

As with most other things in life, the key to achieving your long-term financial objectives is a strategy. Your goal may be to fund your children's college education, protect your family during your working years, or guarantee* your own retirement security. These things won't happen by accident. It's important to determine what you'd like to achieve financially and then map out a strategy that will help you meet those goals. The good news is that it's never too late to start.

Strategizing your financial future can be intimidating. Luckily you don't have to do it alone. As a Financial Adviser* through Eagle Strategies, LLC, and as a third-generation Agent with New York Life Insurance Company, I can identify your financial needs and determine which insurance and financial products will best meet your objectives. Contact me for additional information, or to schedule a meeting.

*All guarantees are backed by the claims-paying ability of the issuer.

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Candace Jeanneret, Assistant

Candace is my wife of over 30 years and serves as my Executive Assistant. Drawing on years of professional experience, she plays a vital role in delivering the exceptional service and personal attention our clients have come to expect. Together, we are committed to making every client experience responsive, professional, and enjoyable. Candace can be reached at 813-469-5997 or Candace@JeanneretFS.com.

man using calculator​

Calculators