Working together

Strategic partnerships

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.

Eagle Strategies LLC

  • fee-based financial planning

  • investment advisory services

  • access to investment management programs

New York Life Investments

  • diversified, global asset management firm

  • multi-boutique business model

Advanced Planning Group

  • 30+ professional specialists in law, taxation, accounting, business, insurance, finance, and philanthropic planning

New York Life

  • a mutual insurance company since 1845

  • a Fortune 100 company

  • protection-first planning strategies