Our StoryWe're continuing a legacy of dedication, persistence, and service. Watch "Our Story" Video 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 NewsHow To Be Taken Seriously As A Young EntrepreneurAs a successful young entrepreneur and member of the Theil Fellowship, a program that focuses on young entrepreneurs, I am often asked, "How do I get... [[Read More]] Embracing Inflation: Three Ways To Help Protect Your FinancesAs the leader of a financial education movement for Hispanics and with a presence in most Latin American countries, escalating inflation is an element that I have had to take into consideration... [[Read More]] Investing for Parents: Save for Retirement, Avoid These MistakesOne of the first times I started to panic about money was when I found out I was pregnant in 2017. I had zero dollars in an emergency fund, no retirement savings... [[Read More]] x
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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