Wealth Management


Through Eagle Strategies LLC, a wholly owned subsidiary of New York Life Insurance Company, HIPac Financial works with you to design and implement a variety of wealth accumulation and management plans. Investment programs range from separately managed portfolios of stocks and bonds to mutual funds, and access to third-party wealth management programs. Our holistic process helps ensure that management of investment assets aligns with your goals, risk tolerance and time horizon. With continual plan monitoring, we can also help you adjust your plan as your needs and life evolve.