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William H

Series 63, Series 65

Texarkana, AR

Eagle Strategies (NY Life)

William Huddleston is a financial advisor with Eagle Strategies (NY Life) based in Texarkana, AR. He holds Series 63 and Series 65 licenses and has 23 years of industry experience. His career includes roles at Magness Financial Group LLC since 2011 and New York Life since 2002. Outside of his advisory work, Huddleston owns and operates a cow/calf cattle ranch. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to individual and institutional clients. The firm delivers tailored advice through multiple program types, serving a broad range of clients including defined contribution and defined benefit plans, charitable organizations, and corporate sponsors.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning Retirement income strategy Founder/Business Owner Executive
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Kale M

Series 63, Series 65

Texarkana, AR

Eagle Strategies (NY Life)

Kale Magness is a financial advisor with Eagle Strategies (NY Life) based in Texarkana, AR, holding Series 63 and Series 65 licenses and over 31 years of industry experience. He has been with Eagle Strategies since 2000 and operates Magness Financial Group LLC, which brokers non-registered insurance products. Magness is also a shareholder of NYLARC Holding Company, Inc., a reinsurer linked to life insurance products he writes with New York Life. Eagle Strategies serves a diverse client base including individuals, defined contribution and defined benefit plans, and corporate and charitable entities. The firm offers financial planning, investment management, and retirement-plan advisory services, emphasizing tailored recommendations and primarily managing assets on a non-discretionary basis.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning Retirement income strategy Founder/Business Owner Executive
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Paul M

CFP®, Series 63, Series 65

Texarkana, AR

Eagle Strategies (NY Life)

Paul Magness II is a financial advisor with Eagle Strategies (New York Life) in Texarkana, AR, holding CFP®, Series 63, and Series 65 designations and bringing 19 years of industry experience. He has been associated with Eagle Strategies since 2009 and has operated Magness Financial Group LLC since 2011. Outside of his advisory work, he serves as Chairman of the Board of Elders and Worship Pastor at Heritage Church, where he manages volunteers and coordinates the music program. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated adviser representatives. The firm emphasizes tailored recommendations across multiple program types and manages the majority of its assets on a non-discretionary basis, including fiduciary services for retirement investors.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning Retirement income strategy Founder/Business Owner Executive
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