Patrick J. Brazil

Serving Greater Michigan

Providing a Personal Approach to Life and Wealth Managment**

At Eagle Strategies LLC we offer an objective approach to financial planning. Working closely with you and your other advisers, we can develop a comprehensive plan or focus on a particular area of concern:

 Patrick's core values and beliefs

• Focus
• Honest and Integrity
• Service above all else
• Never being satisfied
• Hard work and continuous self improvement
• Fanatical attention to consistency and detail
• Willingness to do things that others are not
• Putting first things first
• Do the right thing
• Confidence in one's abilities
• Shared expectations 

Some Background

Patrick is a 2003-2008 Executive Council Agent that works along side his father Daniel Brazil, CLU.  Daniel is a life member of Million Dollar Round Table* and has been an Agent with New York Life Insurance Company for 38 years.  Patrick is located in Okemos, with an additional office in Owosso.

Patrick is an Ambassador for the Lansing Chamber of Commerce, member of the Meridian Area Business Association, belongs to St Martha's Parish, Knights of Columbus and has been a member for 6 years in the Okemos Business Network International.  Patrick's hobbies consist of scuba diving, fishing, traveling and taking photos.

MDRT is recognized throughout the industry as the standard of excellence in life insurance sales performance.

Our Support Team

Daniel S Brazil CLU

Daniel has been an Agent with New York Life Insurance Company for 38 years.  He works with Patrick on the implementation of business continuation and estate planning cases.  His knowledge of the insurance products and services complements Patrick's knowledge of financial products and retirement planning.  Working together they are a combined team to help serve you in all of your financial needs. 

Staff

Nancy Fogarty is our Administrative Assistant.  She processes applications, records and change of address and beneficiary requests.  Nancy also answers the phone and takes care of most policy changes including the processing of premium payments.   

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 will not happen by accident. It’s important to determine what you would 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. Luckily, you don't have to do it alone. As New York Life insurance agents, and Registered Representatives of NYLIFE Securities LLC 2150 Association Dr., Suite 200, Okemos, MI 48864 (517)347-4300, we are trained professionals who can help you identify your financial needs and then determine which insurance and financial products can best help you meet your objectives.

My Products and Services

My work involves offering insurance and other financial products to help people with their personal needs such as funding for college, retirement and IRA funding as well as mortgage protection and estate conservation. I also help business owners provide the funding for qualified retirement plans and assist with insuring key people within their company.

Interesting Destinations

Teacher Pension Information
Business Owners Resources Center
Internal Revenue Service Tax Info
Social Security Information
AARP

 Please use our Web site as a resource, and do not hesitate to contact us for additional information or to schedule a meeting. Thank you for your interest. 

For information or to schedule a no obligation consultation with Patrick, call