As with most other things in life, the key to achieving your long-term financial objectives is planning. Your goal may be to fund your children’s college education, protect your family during your working years, or guarantee your own retirement security. These things won’t happen by accident. It’s important to determine what you’d like to achieve financially and then map out a strategy that will help you meet those goals. The good news is that it’s never too late to start. 

Of course, planning your financial future can be intimidating.  Fortunately, you don't have to do it alone.  As a New York Life insurance agent, and a Registered Representative of NYLIFE Securities LLC (714-572-2100), and a Financial Adviser of Eagle Strategies LLC, I am a trained professional who can help you identify your financial needs and then determine which insurance and financial products can best help you meet your objectives.

Please use my Web site as a resource, and do not hesitate to e-mail me at ngot@eaglestrategies.com or call me toll free at 714-898-1819 for additional information or to schedule a meeting.  Please also feel free to recommend my website to people you know that would also appreciate the resources on my website by clicking on the "e-mail a friend" option to the left side. Thank you for your interest.

Ted Phung Ngo is an agent licensed to sell insurance through New York Life and may be licensed with various other independent unaffiliated insurance companies in the state of California (CA Insurance License #0E47066). No insurance business may be conducted outside this state referenced.



Ted Phung Ngo is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency. In this regard, this communication is strictly intended for individuals residing in the state of California. No offers may be made or accepted from any resident outside the specific state referenced.

Ted Phung Ngo is also separately registered as an investment adviser representative (IAR), under Eagle Strategies LLC, a Registered Investment Adviser, offering advisory services in the state of CA,   As such, these services are strictly intended for individuals residing in the state of CA.