Professional Resources

The Nautilus Group® is a unique organization that provides dedicated support in business and estate planning for a carefully selected group of financial professionals who work with high net worth families and business owners on estate, business and charitable planning objectives.

As a Member Agent of The Nautilus Group®, Bill has exclusive access to an experienced team of professionals with credentials in law, taxation, accounting, business, insurance, finance and philanthropic planning.

* The Nautilus Group® is a service of New York Life Insurance Company. New York Life Insurance Company, its agents, employees and affiliates do not provide tax legal or accounting advice.

 

Eagle Strategies provides The Lyon Group IARs with professional oversight of fee-based financial planning and investment advisory practices. In addition, the relationship offers clients available access to world class investment management programs and the web-based “Wealth Management Solution". 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. Bill, Jennie and Bob are Investment Adviser Representatives (IAR) of Eagle Strategies, LLC.

 

Ash Brokerage is a privately-owned family-operated insurance brokerage general agency. Ash provides The Lyon Group with a multitude of products and support for life insurance, long-term care, disability income, and annuities. Their utilization of an in-house medical director and a large team of underwriters allows them to quickly and effectively assess even the most complicated impaired risk cases. Our affiliation with Ash complements our mission to provide our clients with objective solutions to suit their individual needs.

 

Our firm works with BOLI Strategic Partners to help community banks develop cost-effective practical solutions. BOLI Strategic Partners is a nationally recognized vendor led by Peter Dinardi and Jeff Marsh who have years of experience helping banks analyze proposed BOLI (Bank-owned Life Insurance) transactions. Their charge is to work closely with the bank to ensure that the transaction is consistent with the bank’s objectives (due diligence, carrier and product selection, implementation and regulatory compliance).

 

Bill, Tony, Bob 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, annuities, long-term care insurance, and mutual funds. A mutual insurance company, New York Life is the largest mutual individual life insurance company in the United States* and holds the highest possible financial strength ratings currently awarded to any life insurer from all four of the major credit rating agencies: A.M. Best (A++), Fitch (AAA), Moody’s Investor Service (Aaa), Standard & Poor’s (AA+). (Source: Individual independent rating agency commentary as of 8/1/17)

Based on revenue as reported by "Fortune 500, Ranked within Industries: Insurance: Life, Health (Mutual)." Fortune Magazine, 6/1/2018. See the ranking here.

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