Strategic Alliances : Wealth Strategies Group

Strategic Alliances

Eagle Strategies, LLC

Eagle Strategies LLC

Through Eagle Strategies, John A. Forte, John M. Scheidegger and Phillip Mabey 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 Insurance Company.

Learn More

The Advanced Planning Group

Advanced Planning Group

New York Life's Advanced Planning Group collectively leverages years of practical experience and disciplines in law, accounting and financial service, to provide to 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 that John A. Forte and John M. Scheidegger can bring experience, value and insight to your planning situation.  The Advanced Planning Group does not provide specific legal, tax or accounting advice.

Learn More

New York Life

New York Life

John A. Forte and John M. Scheidegger and their fellow financial professionals are 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 life insurance companies 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 independent rating agency commentary as of 8/1/15)