Strategic Alliances
- Who We Are
- Strategic Alliances
Effective financial strategies often require a team of experts working together to serve your best interests. In such situations, we act as the quarterback who makes sure everyone is working together to achieve the best possible results. If you have existing team members you trust, such as your CPA or attorney, we are happy to work with them, and we can also bring in our subject-matter experts as needed. Some of our strategic alliances are detailed below.
As Member Agents of The Nautilus Group®, a service of New York Life Insurance Company, Steve and Rich work hand-in-hand with Nautilus specialists experienced in taxes, estate law, life insurance, accounting, and charitable giving. This relationship helps ensure you benefit from some of the most sound thinking when it comes to your estate. Learn More
Through Eagle Strategies, Steve, Rich, and Matt 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 Insurance Company. Learn More
Ash Brokerage is an unaffiliated privately owned, family-operated insurance brokerage general agency. Ash provides us with a multitude of products and support for life insurance, long-term care, disability income, and annuities, not available through New York Life or its subsidiaries. Our partnership with Ash complements our mission to provide our clients with objective solutions to suit their individual needs.
Steve, Rich, Matt, and their fellow financial professionals are proud to be affiliated with New York Life Insurance Company. New York Life and its wholly owned subsidiaries provide life insurance, fixed annuities, and long-term care insurance. A mutual insurance company, New York Life is one of the largest mutual life insurance companies in the United States, and holds the highest financial strength ratings currently awarded to any U.S. life insurer from all four of the major credit rating agencies: A.M. Best (A++), Fitch (AAA), Moody's Investor Service (Aaa), and Standard & Poor's (AA+). (Source: Third-Party Ratings Reports as of 9/12/19.)
The Pangburn Group is an unaffiliated company that provides holistic recordkeeping services to financial institutions, businesses, and nonprofit organizations for nonqualified benefit plans and employer-owned life insurance. Their proprietary technology and customized software development helps to keep their clients on the cutting edge and provides unparalleled efficiency and organization.
AALU is an unaffiliated organization that provides its members with tools and resources for networking, professional development, and advocacy. Since 1957, they have advocated on behalf of their members, so the members may promote financial and retirement security in their communities and across the country.
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