Our Resources

Eagle Strategies provides Williams Financial Group with professional oversight of fee-based financial planning and investment advisory practices. Eagle Strategies, LLC is registered with the Securities and Exchange Commission as a Registered Investment Adviser and is an indirect, wholly-owned subsidiary of New York Life.
 


 

The Advanced Planning Group collectively leverages years of practical experience as lawyers, accountants and financial service providers to offer New York Life agents unparalleled assistance in estate, business, and life insurance planning. Because the Advanced Planning Group supports agents who have a nationwide clientele, the group has insight consulting on estate and business plans at all levels of wealth across all 50 states. The Advanced Planning Group is called to action to advise on hundreds of business and estate plans each year; and that means Billy Williams can bring experience, value and insight to your planning situation.

 


 

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 insights to their client relationships.