Effective financial planning can sometimes require a team of experts working together to serve your best interests. In such situations, we are 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.
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.
Eagle Strategies LLC
Through Eagle Strategies, Meghann, Berkley and Leisl 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.
The Nautilus Group®
As a Member Agent of The Nautilus Group®, a service of New York Life Insurance Company, Meghann McKenna 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.
New York Life
John, Meghann, Berkley, Leisl 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 company in the United States and holds the highest possible financial strength ratings currently awarded to any life insurer from all four of the major credit rating agencies: A.M. Best (A++), Fitch (AAA), Moody's Investor Service (Aaa), Standard & Poor's (AA+). (Source: Individual independent rating agency commentary as of 7/21/17.)
Our firm also works with NYLEX Benefits LLC (NYLEX Benefits) to help businesses increase value to owners while rewarding productive and loyal management teams. Our access to NYLEX Benefits allows us to work with a team of highly skilled professionals in the legal, tax and actuarial fields to support our planning for our business clients. NYLEX Benefits is nationally recognized for their work providing and supporting supplemental executive benefits to a wide range of clients to attract top-notch executives; incentive plans that encourage executives to stay with their businesses; and supplemental benefits that motivate long term company performance.