Strategic Resources

 

The Nautilus Group® is a unique organization that provides dedicated support in business and estate planning for a carefully selected group of financial professionals who work with high net worth families and business owners on estate, business and charitable planning objectives.

As a Member Agent of The Nautilus Group® Marlyn has exclusive access to an experienced team of professionals with credentials in law, taxation, accounting, business, insurance, finance and philanthropic planning.

* The Nautilus Group® is a service of New York Life Insurance Company. New York Life Insurance Company, its agents, employees and affiliates do not provide tax legal or accounting advice.

 


 

Through Eagle Strategies, David provides 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.

 


 

Over the past 40 years, Ash Brokerage Corporation has grown into one of the largest privately owned insurance brokerage agencies in the nation. We are proud to work with Ash Brokerage on certain life insurance, long term care, and disability insurance cases. Their utilization of an in-house medical director and a large team of underwriters allows them to quickly and effectively assess even the most complicated impaired risk cases.

 


 

We work with New York Life Retirement Plan Services to help clients offer compelling executive benefit plans, driving value for executives, organizations and shareholders. This team of professionals brings legal, tax, actuarial, and plan design experience to help our clients win the executive talent war while controlling the bottom line. Plus, their industry-based client service structure helps them bring relevant, “insider”-type insights to their client relationships.


 

Our firm works with CPI Companies for life insurance brokerage to provide access to tailor-made financial strategies, services and products that our high net worth clients expect and deserve.