ABOUT BRANDON POTTER

As an owner of a small business, I am privileged to work with individuals, families, and businesses. New York Life gave me an opportunity to get in a career I am passionate about. I knew this was the right change for me because I saw the turmoil a bad life had can cause when I saw my uncle pass away early from cancer. Left with huge medical bills and no life insurance to help, my aunt and her two kids had to make some tough lifestyle changes. Thankfully, family was there to help and support, but not everyone has a strong family to lean on. My goal is to make sure everyone is prepared for when life deals them bad cards. With the proper planning, those bad cards can be manageable. I offer a variety of products that can help you meet a number of insurance and financial needs, including, but not limited to college funding, retirement, managing costs for extended periods of care and lifetime income strategies. Please contact me to help you fully analyze your needs and recommend appropriate solutions. In addition to a Financial Adviser offering investment advisory services through Eagle Strategies LLC, A Registered Investment Adviser, I am also licensed as an Agent with New York Life Insurance Company and a Registered Representative of and offer securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), A Licensed Insurance Agency. Eagle Strategies LLC and NYLIFE Securities LLC are New York Life Companies. Neither New York Life Insurance Company, nor its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. I am not licensed in all jurisdictions. CA ins lic #4108669. Any testimonial on this site is based on an individual’s experience and may not be representative of the experience of other customers. These testimonials are no guarantee of future performance or success. 777 Main Street, Suite 3800,Fort Worth, TX 76102 (817) 704-9852