Jason S. Min, CLTC, LUTCF
Wealth Advisor*
CA Insurance Lic. #OC64081
Eagle Strategies LLC
A Registered Investment Adviser
Executive Council Member* since 1999
Jason S. Min is a Wealth Advisor with Eagle Strategies LLC, A Registered Investment Adviser and New York Life company and has been providing clients with customized wealth management solutions since 1999. He is driven and passionate about his specialty- helping clients build wealth, protect assets, and develop tax efficient** succession plans within their trusts.
Jason offers unbiased fee-based financial planning and investment advisory services. Eagle Strategies LLC is a specialized and an independently operated affiliate of a Fortune 100 company. We have over 50 in-house counsels with certifications in law and accounting for advanced planning. Jason and his associates will map out a high-caliber financial path for his clients. We use a fee-based "assets under management" approach, which helps to ensure that our interests are always aligned with yours- to protect and potentially grow your investments. Through our various investment programs-ranging from separately managed portfolios of stocks and bonds to mutual fund advisory accounts- we can personalize your investment portfolio to help you meet your financial goals.
Our office has been fully operational as "remote friendly" since year 2018. We have the full capacity to work seamlessly and securely on site/remotely and are able to effectively accommodate our clients with all aspects of financial planning.
We have access to virtual platform web conference calls with vast capabilities such as computer screen sharing (presenter's screen only) during video or no video conference meetings. We are efficiently working remotely and prioritizing security as our top concern.
The Advanced Planning Group
If you are interested in learning more about Wealth Management, please click below for more details:
Business succession strategies
Retirement planning
Education funding
Portfolio management
Charitable gifting
Risk Management
Click here to see an overview of client services process.
Advanced Planning Group
Eagle Strategies, LLC
Having the resources of accomplished experts close at hand, Jason works to execute and administer the following:
Qualified Plans (i.e. 401(k), defined benefit funding, profit sharing)
Business Succession
Tax Advantaged Strategies
Estate Planning
Asset Protection
Employee Benefit Plans (i.e. group medical** and disability plans**)
His goal is to work with clients on an individual basis to learn their exact needs to find customized solutions by:
Crystallizing objectives
Determining current situation
Identifying issues and considerations
Finding Solutions
Jason is a professional who is 100% committed to putting his client's financial interests first. He is dedicated to his fiduciary responsibilities and holds suitability standards to assist his clients in making appropriate unbiased financial investment decisions.
With access to highly-qualified advanced consultants and adept attorneys, Jason and his professional resources have extensive experience in well-executed Trusts, such as Living trusts, Bypass trusts, Spousal Lifetime Access Trusts ( SLAT), GRAT and Irrevocable trusts (Dynasty Trusts).
Please use my Web site as a resource, and do not hesitate to contact us for additional information or to schedule a meeting. Thank you for your interest.
Articles
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Should you combine your finances after getting married
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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.