Our Strategic Partnerships

Strategic Resources Photo

 

The Nautilus Group Logo

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®, a service of New York Life Insurance Company, Jim Adkins works hand-in-hand with Nautilus specialists experienced in taxes, 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.

* 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.

 
Eagle Strategies Logo

Through Eagle Strategies, we 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.