Effective financial planning can require a team of experts working together to serve your best interests. In such situations, Mike makes sure all of the involved parties work together to achieve the best possible results. If you have existing team members you trust, such as your CPA or attorney, Mike is happy to work with them, and he can also bring in professional subject-matter experts as needed. Some of Fort Independence Financial’s strategic alliances are detailed below.
Eagle Strategies LLC Logo
Through Eagle Strategies, Mike provides fee-based financial planning, investment advisory services, and access to investment management solutions. 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.
New York Life Insurance Company
Mike is proud to be affiliated with New York Life Insurance Company. Along with its wholly owned subsidiaries, New York Life Insurance Company offers life insurance, fixed annuities, and long term care insurance. One of the largest mutual insurance companies, New York Life upholds the highest financial strength ratings currently awarded from all four of the major ratings agencies: A.M. Best (A++), Fitch Ratings (AAA), Moody’s (Aaa), Standard & Poor’s (AA+). View up to date ratings.