Effective financial strategies often require the collaboration of a team of experts to serve your best interests. In such situations, we take on the role of the quarterback, ensuring seamless coordination among all team members to achieve optimal outcomes. If you have existing trusted team members, such as your CPA or attorney, we welcome the opportunity to meet with them. Additionally , we can bring in our subject-matter experts as needed. For more details, please refer to the following strategic alliances:
Renato Alarcon 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.
*Based on revenue as reported by “Fortune 500 ranked within Industries, Insurance: Life, Health (Mutual),” Fortune magazine, 6/4/24.
Through Eagle Strategies, Renato Alarcon 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.
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 Benito Ibarra 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.