Bill Hagerty is a Registered Investment Adviser Representative with Eagle Strategies LLC., a Registered Investment Adviser. He has been a qualifying member of the Million Dollar Round Table (MDRT*) since 1998 and is also a New York Life agent licensed with LEAP Systems, which identifies certain financial needs and recommends various insurance products and alternatives. It is different from financial planning, which is a fee-based service offered by licensed financial planners. Bill has been a keynote speaker for Money Management Educators, a 501c Educational Corporation dedicated to bringing current and practical financial concepts to the people of corporate America. Helping individuals, families and business owners realize their full financial potential has been the cornerstone of his practice. Bill has resided in Northern California for over 25 years, and currently lives in Roseville with his wife Carrie and their 7 children.
- Long-term care
- Small Business