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Strategic Alliances

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Collaborative Financial Strategies for Your Success

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.

Nautilus logo

As a Member Agent of The Nautilus Group®, a service of New York Life Insurance Company, Richard Maus works 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.

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Eagle Logo (Blue)

Through Eagle Strategies Rich, Matt, Connor and Andrew 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.

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Ash Brokerage Logo

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.

Proud NYL Logo

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, 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.

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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.

eMoney logo

eMoney’s comprehensive financial planning solutions help our clients take action, track progress, and celebrate successes. With easy data organization and goal mapping, plus stress testing for risks, eMoney provides interactive tools that build confidence and foster more productive financial discussions.

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Office: (972) 774-2073
Fax: (214) 975-2156

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5005 LBJ Freeway, Suite 1125
Dallas, TX 75244

Disclosure

Richard Maus is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of AZ, CA (CA Insurance License #0I31011), CO, CT, DC, FL, NE, NY, and TX. No insurance business may be conducted outside the states referenced.

As a New York Life Agent, Richard Maus is licensed and authorized to offer insurance in California, but Maus and Associates may not be. For additional information on California licensure status, please click here.

Richard Maus is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 5005 Lyndon B Johnson Fwy Ste 1125, Dallas, TX, 75244, 214-423-2339. In this regard, this communication is strictly intended for individuals residing in the states of AR, AZ, CO, DC, FL, NC, NE, NM, NY, PA, and TX. No offers may be made or accepted from any resident outside the specific states referenced.

Richard Maus is also a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser, and a wholly-owned subsidiary of New York Life Insurance Company, offering advisory services in the states of AR, AZ, CO, DC, FL, NC, NE, NM, NY, PA, and TX. As such, these services are strictly intended for individuals residing in the states referenced.

Richard Maus is a Member Agent of The Nautilus Group®, a service of New York Life Insurance Company.

Stephen Maus is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the state of Texas. No insurance business may be conducted outside the state referenced.

James Montague is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of AR (AR Insurance License #20475407), OK, and TX. No insurance business may be conducted outside the states referenced.

As a New York Life Agent, James Montague is licensed and authorized to offer insurance in Arkansas, but Maus and Associates may not be. For additional information on Arkansas licensure status, please click here.

Thomas Davis is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of AL, CO, FL, GA, ID, KS, LA, MI, NC, OK, OR, PA, TX, and WA. No insurance business may be conducted outside the states referenced.

Thomas Davis is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 5005 Lyndon B Johnson Fwy Ste 1125, Dallas, TX, 75244, 972-890-3184. In this regard, this communication is strictly intended for individuals residing in the states of AR, CA, CO, FL, GA, ID, IL, IN, KS, LA, MI, MO, NC, NM, NY, OK, OR, PA, SC, TX, and WA. No offers may be made or accepted from any resident outside the specific states referenced.

Thomas Davis is also a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser, and a wholly-owned subsidiary of New York Life Insurance Company, offering advisory services in the states of AR, CA, CO, FL, GA, ID, IL, IN, KS, LA, MI, MO, NC, NM, NY, OK, OR, PA, SC, TX, and WA. As such, these services are strictly intended for individuals residing in the states referenced.

Connor Nutt is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of AL, CA (CA Insurance License #4042600), FL, GA, ID, IL, LA, MN, NC, NV, TN, TX, and WA. No insurance business may be conducted outside the states referenced.

As a New York Life Agent, Connor Nutt is licensed and authorized to offer insurance in California, but Maus and Associates may not be. For additional information on California licensure status, please click here.

Connor Nutt is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 5005 Lyndon B Johnson Fwy Ste 1125, Dallas, TX, 75244, 940-765-7726. In this regard, this communication is strictly intended for individuals residing in the states of AL, AR, CA, FL, GA, ID, NC, NV, TN, TX, WA, and WI. No offers may be made or accepted from any resident outside the specific states referenced.

Connor Nutt is also a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser, and a wholly-owned subsidiary of New York Life Insurance Company, offering advisory services in the states of AL, AR, CA, FL, GA, ID, NC, NV, TN, TX, WA, and WI. As such, these services are strictly intended for individuals residing in the states referenced.

Maus and Associates is not owned or operated by NYLIFE Securities LLC or its affiliates.

Neither Maus and Associates nor its associates are in the business of offering tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.

For more information about NYLIFE Securities LLC and its investment professionals.

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Maus & Associates Logo Color
  • WHO WE ARE
    • Our Past, Present, & Future
    • Meet Our Team
    • Strategic Alliances
  • WHAT WE DO
    • Our Typical Clients
    • Our Holistic Process
    • Our Services
  • VIDEO LIBRARY
  • CLIENT LOGIN
    • NYL 360
    • eMoney
  • GET IN TOUCH

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