Our Circle Of Services

WE CHANGE YOUR LIFE STORY

Personal Planning

  • Personal Insurance
  • Retirement Planning
  • Wealth Management Solution
  • Educational Funding

Business Planning

  • Executive Compensation Plans
  • Qualified Retirement Planning
    • 401(k) Plans
    • SEP
    • Simple IRAs
  • Business Continuation

Eagle Strategies LLC

  • Financial Advisory Services
  • Thomas Herlong, CLU®, ChFC®, CLTC
    • Advisor**

Wealth Management Solution

  • See your entire financial picture at once
  • You and your advisor team can evaluate your situation easily
  • Develop strategies for the future
  • Stay informed and help avoid big surprises

Advanced Planning Group®

  • Estate Planning
  • Business Succession
  • Charitable Planning

Personal Planning

  • Personal Insurance
  • Retirement Planning
  • Wealth Management Solution
  • Educational Funding

Eagle Strategies LLC

  • Financial Advisory Services
  • Thomas Herlong, CLU®, ChFC®, CLTC
    • General Partner**

The Nautilus Group®

  • Estate Planning
  • Business Succession
  • Charitable Planning

Wealth Management Solution

  • See your entire financial picture at once
  • You and your advisor team can evaluate your situation easily
  • Develop strategies for the future
  • Stay informed and help avoid big surprises

Business Planning

  • Executive Compensation Plans
  • Qualified Retirement Planning
    • 401(k) Plans
    • SEP
    • Simple IRAs
  • Business Continuation

View Our Circle Of Services

**Thomas Herlong, CLU® , ChFC® , CLTC® Registered Representatives offering securities through NYLIFE Securities LLC., (member FINRA/SIPC, A licensed Insurance Agency) 6100 Fairview Road, Suite 400, Charlotte, NC 28210, 704-371-8500. Financial Advisors offering investment advisory services through Eagle Strategies LLC., A Registered Investment Advisor. Herlong Financial Group, LLC is not owned or operated by Eagle Strategies LLC or its affiliates. SMRU #1874545, expiration date for approval: 10/15/2022