Our Partners

THE NAUTILUS GROUP
The Nautilus Group Logo

The Nautilus Group® is an exclusive membership based resource accessible to an elite group of approximately 200 experienced insurance and financial industry leaders who are firmly committed to a team planning concept. Nautilus Members work with affluent, high net worth and business owner clients, professional athletes, professional entertainers, farmers and ranchers, physicians, corporate executives and retired executives.

EAGLE STRATEGIES LLC
Eagle Logo (Blue)

Eagle Strategies offers our Financial Advisors a robust platform of financial solutions including financial planning, investment advisory programs, charitable investing, and brokerage services. This wide range of high-quality financial products allows them to construct a tailored strategy designed to meet your specific financial goals.

NYLIFE SECURITES
NYL Securities

NYLIFE Securities focuses on providing clients with world class brokerage services and a wide variety of investment options. As a registered broker-dealer and a wholly owned subsidiary of New York Life Insurance Company, NYLIFE Securities can offer the resources needed to help clients maximize their opportunities to grow and maintain their wealth.

Our exceptional client service, investment platform, and competitive cost structure can help address clients’ needs, regardless of their financial objectives. Our goal is to develop a long-term financial relationship with our clients and to prudently serve their needs throughout their life.

What We Do

close up of group of people at table reviewing documents and tablet

Personal Planning

We work with our clients to bring clarity to their financial circumstances and construct plans to reach short-term as well as long-term financial objectives, focusing on asset protection, wealth accumulation, asset/risk diversification, and protection planning.

2 white puzzle pieces with text Retire Plan

Retirement Planning

We help define your retirement income goals and the actions necessary to achieve those goals, along with proper risk tolerance management of your retirement plan assets.

arial view of 2 women shaking hands at table with laptops

Business Planning

Your business has many moving parts and is a big part of your life. We work with you, your accountant, and/or attorney to understand your unique needs. We develop plans to assist you with attracting and retaining talent, owner and employee benefits, general business planning, and through our affiliation with the Nautilus Group, complex business solutions. Our goal is to ensure you and your business are set up for a successful future.