What We Do

We provide personalized and hands-on service with a comprehensive approach to what is important to you. Using a holistic approach to optimize each and every aspect of your financial strategy, we educate our clients about financial concepts and products to guide you through Risk Management, Portfolio and Investment Management, Estate and Trust Solutions, and Business Solutions.

RISK MANAGEMENT

Identify the risks which could impair your financial situation. With an education process to review your needs and help ensure you have the right plan with the right coverage amount.

  • Life Insurance  

  • Disability Insurance     

  • Eldercare & Long Term Care Insurance

PORTFOLIO & INVESTMENT MANAGEMENT

A disciplined approach to investment management* as Eagle Strategies LLC provides access to proactive services to help advance and protect your portfolio. Your portfolio is tailored to your personal objectives and risk tolerance.

  • Retirement Planning

  • Education Planning  

  • Tax Favorable Strategies

  • Social Security Optimization

  • Portfolio and Investment Analysis

ESTATE AND TRUST SOLUTIONS

Let's work with your trusted Adviser(s) to help ensure that your estate plan will minimize taxes and maximize the value of your assets left as a your legacy.

  • Estate Planning Analysis

  • Trust Asset Management*

  • Gifting Strategies

  • Estate Distribution Strategies

  • Charitable Planning

BUSINESS SOLUTIONS

Your life's work is often one of your most valuable assets. Let's work together to provide you with ways to protect that asset and its continuance into the future.

  • Employee Benefits

  • Succession Planning

  • Key Person Insurance

  • Executive Benefits

  • Funding Buy-Sell Agreements

  • Deferred Compensation

Disclosure

Andrew Jensen is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of AZ, CT, FL, MA, NH, SC, and UT. No insurance business may be conducted outside the states referenced.

Andrew Jensen is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 1174 Main St Ste 203, Holden, MA, 01520, 774-345-4205. In this regard, this communication is strictly intended for individuals residing in the states of CT, MA, RI, and UT. No offers may be made or accepted from any resident outside the specific states referenced.

Andrew Jensen is also a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser, and a wholly-owned subsidiary of New York Life Insurance Company, offering advisory services in the states of CT, MA, RI, and UT. As such, these services are strictly intended for individuals residing in the states referenced.

CARDINAL FINANCIAL GROUP LLC is not owned or operated by NYLIFE Securities LLC or its affiliates.​

Neither CARDINAL FINANCIAL GROUP LLC nor its associates are in the business of offering tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.​

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