Our partnerships give us the resources and ability to provide our clients with the holistic financial planning needed for any situation. As a team, we work hand-in-hand with our clients to achieve their desired goals and interests. We will even work with our clients CPA and attorney if the situation calls for. You can find further details on our strategic partners below.
Through Eagle Strategies, Vincent Pack provides 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.
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The Advanced Planning Group collectively leverages years of practical experience and disciplines in law, accounting, and financial services, in order to provide New York Life agents with 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 Vincent Pack can bring experience, value, and insight to your situation. The Advanced Planning Group does not provide specific legal, tax, or accounting advice. Consult with your own advisors for legal, tax and accounting advice.
