Strategic Alliances

Eagle Strategies

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 Insurance Company. Read More >>


New York Life

New York Life and its wholly-owned subsidiaries provide life insurance,   annuities, long-term care insurance, and mutual funds.  New York Life is one of the largest mutual life insurance companies in the United States and holds the highest possible financial strength ratings awarded to any life insurer from all four of the major credit rating agencies. Meet the team >>


Ash Brokerage

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