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About Us
Aman Goel, ChFC®
Aman Goel has worked in financial services since 2013, building his practice around trust, responsibility, and long-term planning. His approach reflects the belief that sound financial guidance begins with understanding each client’s priorities and providing clear, steady perspective over time.
Aman has been recognized as a Forbes Top Professional* and holds the Chartered Financial Consultant (ChFC®) designation. These distinctions reflect his commitment to professional development, high ethical standards, and delivering guidance with care and diligence.
He takes a relationship-focused approach to financial planning, working closely with clients to help them understand their options, consider trade-offs, and make informed decisions aligned with their goals and values. Rather than emphasizing short-term outcomes, Aman focuses on preparation, consistency, and thoughtful planning.
Integrity and accountability guide his work, and he values relationships built on trust and mutual respect over time.
*SHOOK Research’s methodology here: https://www.forbes.com/sites/rjshook/2025/07/10/methodology-americas-top-financial-security-professionals-2025/.
STRATEGIC ALLIANCES
Through Eagle Strategies, Aman Goel provides investment advisory services, and access to investment management programs. Eagle Strategies LLC is registered with the Securities and Exchange Commission as an "Investment Adviser" and is an indirect, wholly owned subsidiary of New York Life Insurance Company.
Aman Goel is proud to be affiliated with New York Life Insurance Company. New York Life and its wholly owned subsidiaries provide life insurance, fixed annuities, long-term care and disability insurance. A mutual insurance company, New York Life is a Fortune 500 company and one of the largest mutual life insurance companies in the United States.
The Advanced Planning Group collectively leverages years of practical experience and disciplines in law, accounting, and financial services, in order to provide New York Life agents with unparalleled assistance in estate, business, and life insurance planning. Because the Advanced Planning Group supports agents who have a nationwide clientele, the group has insight consulting on estate and business plans at all levels of wealth across all 50 states. The Advanced Planning Group is called to action to advise on hundreds of business and estate plans each year; and that means Aman Goel can bring experience, value, and insight to your situation. The Advanced Planning Group does not provide specific legal, tax, or accounting advice. Consult with your own advisors for legal, tax and accounting advice.
Crump® is an independent distributor of life insurance. Crump® is an indirect subsidiary of BB&T Corporation, the sixth largest insurance broker in the U.S. and the seventh largest internationally. Crump® provides traditional and variable life, long-term care, disability and annuity products.