When planning needs become more complex, specialized resources can help bring additional expertise to the table.
Eagle Strategies is a Registered Investment Adviser and a wholly-owned subsidiary of New York Life Insurance Company. We are dedicated to providing you with investment advisory solutions to help you plan to achieve your future goals.
A relationship built on trust
Our business is personal. Your relationship with us is built over the span of decades and, sometimes, generations. A commitment like that requires a tremendous amount of trust.
Financial decisions are arguably among the most important decisions you will ever make. That is why you will often find yourself doing most of the talking when you meet with us. We must first understand your goals and concerns in order to help find the best possible solutions for your specific needs. This guidance is one of the most important and valuable services we offer, and it is how we earn and maintain your trust year in and year out.
The Nautilus Group® is an exclusive resource accessible to Member Agents working with affluent, high net worth and business owner clients. Nautilus provides a range of consultative services and technical case design to support its Member Agents in presenting estate, business, charitable, insurance and retirement strategies to their clients and their clients’ advisors in these key areas: Family Protection, Estate and Legacy Planning, Business Succession and Exit Planning, Executive Benefits, and Philanthropy.
The Nautilus Group® is a service of New York Life Insurance Company. Neither The Nautilus Group®, its member agents, nor its staff provide tax, legal or accounting advice. Clients are urged to seek the advice of their own professional advisors before implementing any planning strategies.
The Advanced Planning Group (APG) is a premier team at New York Life with expertise in legal, accounting, insurance, and business planning for high-net-worth individuals and businesses. We’ll work with APG and your other advisors to help you prepare and protect what you’ve worked so hard to achieve.
By focusing on six key areas—asset protection, capital asset risk, income taxation, income protection, retirement planning, and estate planning—APG can help develop a holistic financial strategy to help ensure your path to success.
We work with APG to:
Identify gaps or propose improvements to your current strategies
Build custom strategies to meet your specific business and estate planning needs
Offer solutions to help you achieve your financial and protection goals
Ash Brokerage is an unaffiliated insurance brokerage general agency. Through Ash Brokerage, Tyler has access to additional insurance products and support for life insurance, long-term care, disability income, and annuities that may not be available through New York Life or its subsidiaries.