![]() ![]() Introducing David LenserI'm here to help you see clearly in every area of your financial life...from helping you define and set your goals to implementing innovative, values-driven strategies. Whether you're just starting your tech career, at mid-stage or near retirement, lets plan a conversation to share ideas about your future. Start your path to clarity. Schedule an intro call with David. Our ExpertiseOur range of services is comprehensive Access our video library of sound financial tipsCategories Industry News![]() Is Your Parents’ Attitude To Money Limiting Your Success?Think back to when you were young and having discussions with your family around the dinner table. Think about when you were in a store and wanted to buy something.[[ Read More]] ![]() Women and Credit: Why Your Credit MattersMost young women can't imagine applying for a credit card or loan and being denied because of their gender. But access to capital is a relatively modern right for women. [[Read More]] ![]() Gifts vs. Loans: Don’t Be Generous to a FaultWhat most of you would think of as a “loan to a family member” the IRS may consider a “gift” instead. And that can be a very expensive difference of opinion.[[Read More]]
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Personal SolutionsLens Financial & Insurance Solutions provides individuals and families with innovative, cutting-edge products and services to help them grow, protect and conserve their wealth through all stages in life. Taking into account your needs, goals and tolerance to risk, we will work with you to bring clarity to where you're going and how to get there. Some of our key services are detailed below. Financial PlanningThrough Eagle Strategies LLC, we provide personalized financial planning to our clients that is specific to several variables, including their income, risk tolerance, values, and family. We work with each client to identify and prioritize their goals, explore options, establish effective strategies, construct and execute a plan, and assess the performance of the plan and make adjustments as needed. Wealth ManagementThrough Eagle Strategies LLC, a wholly owned subsidiary of New York Life Insurance Company, we work with our clients to design and implement a variety of wealth accumulation and management plans, offering investment programs ranging from separately managed portfolios of stocks and bonds to mutual funds, and access to third-party wealth management programs. We offer a consistent process to help ensure management of investment assets according to your goals, risk tolerance and time horizon. We then monitor your plan on a continual basis, and adjust and evolve as your needs change. 401(k) and IRA RolloversWhen you leave a job or retire, you have a decision to make regarding your 401(k) money. While leaving those assets in the former employer's plan is an option, a rollover can be a consideration. Working with your tax advisor, we can help you determine the right course of action for you. This may include: leaving the funds in your existing plan, if permitted, or rolling them into your new employer's plan, if one is available and rollovers are permitted. Each choice offers advantages and disadvantages, depending on your specific needs and retirement plan, such as the desired investment options and services, applicable fees, expenses, and withdrawal options, as well as required minimum distributions and tax treatment of applicable options. Neither New York Life Insurance Company nor its agents offer tax advice. Asset ProtectionThere are numerous financial strategies and retirement income strategies that can help you accumulate assets for the future, protect your business and personal assets from liabilities, and safeguard asset transfer to children and grandchildren. We can help you figure out what the right course of action is for your specific situation and objectives. Charitable PlanningCharitable planning allows you to support the organizations and causes that matter to you, while often providing immediate income streams and reducing your tax burden. Numerous charitable giving strategies exist, and we can help you design and execute a charitable giving strategy that is in alignment with your personal and philanthropic goals. Please seek tax advice from your own tax advisors. Investment ManagementEagle Strategies LLC is a Registered Investment Adviser and an indirect, wholly owned subsidiary of New York Life, and is a provider of holistic investment advisory and financial planning services. Our financial advisors leverage Eagle’s sophisticated wealth management platform, comprised of many of today’s leading investment managers, to design customized investment solutions to help address our clients’ unique investment objectives and risk tolerance levels. The breadth and investment knowledge of our Financial Advisors, coupled with Eagle’s diverse team of investment experts, allows them to provide the continuous financial guidance needed to help clients achieve long-term financial success. Disability and Extended
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