Our Suite Of Services

Personal Planning

  • Personal Insurance
  • Retirement Planning
  • Wealth Management Solution
  • Educational Funding

Business Planning

  • Executive Compensation Plans
  • Qualified Retirement Planning
    • 401(k) Plans
    • SEP
    • Simple IRAs
  • Business Continuation

Eagle Strategies LLC

  • Financial Advisory Services
  • Thomas Herlong, CLU®, ChFC®, CLTC
    • General Partner**
  • Andrew Doran
    • Partner**

Wealth Management Solution

  • See your entire financial picture at once
  • You and your advisor team can evaluate your situation easily
  • Develop strategies for the future
  • Stay informed and help avoid big surprises

The Nautilus Group®

  • Estate Planning
  • Business Succession
  • Charitable Planning
  • "Nautilus services offered through Andrew Doran Member Agent, The Nautilus Group® a service of New York Life Insurance Company

Personal Planning

  • Personal Insurance
  • Retirement Planning
  • Wealth Management Solution
  • Educational Funding

Eagle Strategies LLC

  • Financial Advisory Services
  • Thomas Herlong, CLU®, ChFC®, CLTC
    • General Partner**
  • Andrew Doran
    • Partner**

The Nautilus Group®

  • Estate Planning
  • Business Succession
  • Charitable Planning
  • "Nautilus services offered through Thomas Herlong Member Agent, The Nautilus Group® a service of New York Life Insurance Company

Wealth Management Solution

  • See your entire financial picture at once
  • You and your advisor team can evaluate your situation easily
  • Develop strategies for the future
  • Stay informed and help avoid big surprises

Business Planning

  • Executive Compensation Plans
  • Qualified Retirement Planning
    • 401(k) Plans
    • SEP
    • Simple IRAs
  • Business Continuation