Effective financial strategies often require a team of experts working together to serve your
best interests. In such situations, we act as the quarterback who makes sure everyone is
working together to achieve the best possible results. If you have existing team members you
trust, such as your CPA or attorney, we are happy to work with them, and we can also bring in
our subject-matter experts as needed. Some of our strategic alliances are detailed below.
Eagle Strategies LLC
Through Eagle Strategies, Josh Haney 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 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 Josh Haney and Deb Mosely 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.
New York Life
Josh Haney, Deb Mosely 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, fixed annuities, and long-term care insurance. A
mutual insurance company, New York Life is one of the largest mutual life insurance
company in the United States, and holds the highest financial strength ratings currently
awarded to any U.S. life insurer from all four of the major credit rating agencies: A.M.
Best (A++), Fitch (AAA), Moody's Investor Service (Aaa), and Standard & Poor's (AA+).
(Source: Third-Party Ratings Reports as of 10/15/2020.)
