Strategic Alliances

Eagle Strategies, LLC

Eagle Strategies, LLC

Through Eagle Strategies, we provide fee-based financial planning, 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.

The Advanced Planning Group

The Advanced Planning Group

The Advanced Planning Group collectively leverages years of practical experience as lawyers, accountants and financial service providers to offer our clients unparalleled assistance in estate, business, and life insurance planning. The Advanced Planning Group supports our clients with 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 we can bring experience, value and insight to your planning situation.

The Advanced Planning Group does not provide specific legal, tax or accounting advice.

New York Life

New York Life

New York Life and its wholly-owned subsidiaries provide life insurance, annuities, long-term care insurance, and mutual funds. A mutual insurance company, New York Life is one of the largest mutual individual life insurance company in the United States and holds the highest possible financial strength ratings currently awarded to any life insurer from all four of the major credit rating agencies: A.M. Best (A++), Fitch (AAA), Moody’s Investor Service (Aaa), Standard & Poor’s (AA+). (Source: Individual independent rating agency commentary as of 8/7/16)