OUR STRATEGIC ALLIANCES

The best, most effective financial planning happens when a team of professionals works together with your best interests in mind. If you have existing team members you trust, such as a CPA or attorney, we’re happy to work with them, and we can also bring in our own subject-matter experts as needed. Some of our strategic alliances are detailed below.

EAGLE STRATEGIES LLC

Through Eagle Strategies, Walter C. “Chip” May, CFP® 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

The Advanced Planning Group of New York Life Insurance Company collectively leverages years of practical experience and background in law, accounting, and financial services, in order to provide New York Life agents with unparalleled assistance in estate, trust, business, and life insurance strategies. 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 Walter C. “Chip” May, CFP® can bring experience, value, and insight to your situation. The Advanced Planning Group does not provide legal, tax, or accounting advice. Consult with your own advisors for legal, tax and accounting advice.

NEW YORK LIFE

Walter C. “Chip” May, CFP® and his 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, fixed annuities, long-term care and disability insurance. A mutual insurance company, New York Life is a Fortune 500 company and one of the largest mutual life insurance companies in the United States.

OTHER PROFESSIONAL PARTNERSHIPS

At our firm, we prioritize close collaboration with our clients' trusted CPA's, attorneys, and other professionals to ensure that every aspect of the plan is synchronized seamlessly. We understand the importance of integrating diverse expertise, as it plays a crucial role in developing an effective strategy. Our primary goal is to provide our clients with tailored solutions that maximize their financial well-being and align perfectly with their goals.