Our Professional Resources

Through Ralph Sklar's membership with The Nautilus Group®, a service of New York Life, he works hand in hand with the in-house team of specialists in tax, law, life insurance, accounting and charitable giving. Our planning process allows our local team to get to know you and your dreams; for family, business and community legacy. Then, Ralph works with the professional team of over 30 support staff based in Dallas, Texas and your local advisors to design a customized plan that meets your objectives.

Eagle Strategies provides our team with professional oversight of fee-based financial planning and investment advisory practices and access to investment management programs and the web-based “Wealth Management Solution”. 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. Our team is an Investment Advisor Representative (IAR) of Eagle Strategies LLC.
 

Ash Brokerage is a privately-owned family-operated insurance brokerage general agency. Ash provides our team with a multitude of products and support for life insurance, long-term care, disability income, and annuities. Our affiliation with Ash complements our mission to provide our clients with objective solutions to suit their individual needs.

Our team 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 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+). (Source: Individual Third Party Rating Report as of 8/1/13)