Strategic Alliances

Eagle Strategies LLC logo

Truly independent financial guidance we are not directly affiliated with an investment management firm, thereby allowing our Financial Advisors to conduct advisory practices that are independent and free from the pressures of recommending proprietary investment vehicles. This allows our Advisors to select product solutions that best align with the individual goals of their clients. A conflict-free investment manager compensation model our asset-based fee advisory compensation approach results in more comprehensive advice and allows our Advisors to stay focused on the holistic needs of their clients.

New York Life NYLIFE Securities logo

NYLIFE Securities LLC 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.

New York Life logo

Richard Green CLU, LUTCF is proud to be affiliated with New York Life Insurance Company. New York Life and its wholly-owned subsidiaries provide life insurance, annuities, long-term care insurance, and mutual funds. A mutual insurance company,* New York Life is one of the largest**mutual individual 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+).

*New York Life Insurance Company is a mutual insurance company, which means it is not publicly traded and has no shareholders. References to ownership refer to NYLIC's policyowners who purchase its participating products.  These policyowners share certain membership rights, such as voting in board of directors elections and being eligible to share in annual dividends that are declared by the board.  NYLIC is also the parent company of two other wholly owned life insurance subsidiaries.  Policies issued by these subsidiaries are not participating and do not share in these rights.

**Fortune 500 Ranked within Industries, Insurance: Life and Health (Mutual), Fortune Magazine, 6/2/21.  For methodology, please see

***Individual independent rating agency commentary as of 9/30/21. A.M. Best (A++), Fitch (AAA), Moody's Investors Service (Aaa), Standard & Poor's (AA+).

Crump Life Insurance Services logo

The largest brokerage organization in the industry and a prominent wholesale distributor of life insurance, Crump links a national network of approximately 200,000 financial services professionals with the products manufactured by approximately 100+ highly rated insurance companies.