My Background

My Background

Harold Shepard

As a Financial Advisor with Eagle Strategies LLC, I sincerely believe that most people want to do what's right: right for themselves, right for their families, and right for their communities. In fact, that's one of the reasons I joined the company back in 1993. After 10 plus years working as a retial msuic store owner/operator, I wanted the opportunity to work somewhere that made it easy for other people to do what was right, and more importantly, made it easy for me do right by them.

You can take comfort in the fact that I have been a proud resident of Carrollton and Flower Mound of the [Denton County community for 22 years, and therefore have a vested interest in seeing my friends and neighbors succeed. As a loving [father/husband of 25 years], I have many of the same hopes and aspirations as my clients and am happy to share with you all the resources and information New York Life has to offer.

Depending on your needs, I can introduce you to some proven, dependable ways to help protect your family's lifestyle and future; or prepare for major financial events such as paying for college, saving for retirement, or caring for an aging relative. If you're wondering about my qualifications, you might find it reassuring to know that I am a licensed agent to sell insurance through the New York Life Insurance Company. In addition to my over 20 years of experience, I hold a BBA from The University of Texas, Austin and a graduate of New York Life's award-winning training program, NYLIC University. I have earned consistent recognition as a council agent with New York Lfie, and I have achieved recognition in the Million Dollar Roundtable every year since 1999.

Of course, my background isn't really the one that matters. To be the best possible agent, I've found that getting to know my clients – their hopes, dreams and goals for the future – is the most important step. So if you're looking for someone that's ready to put their expertise and experience to work for you, please let me know.

Neither New York life Insurance Company, not its agents, provides tax, legal or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions.