Resources

New York Life Insurance Company

New York Life Insurance Company and its wholly-owned subsidiaries provide life insurance, fixed and variable* annuities, long-term care insurance, and mutual funds*. A mutual life insurance company, New York Life received the highest ratings currently awarded for financial strength from each of the four major rating agencies: Moody's, Standard & Poor's, Fitch, and A.M. Best.

Source: Individual Third Party Ratings Reports Standard & Poor's (AAA, 6/10/13), A.M. Best (A++, 6/4/13), Moody's (Aaa, 7/19/13) and Fitch (AAA, 8/11/13) for financial strength.

The Nautilus Group

Rick Austin is a member of The Nautilus Group, a service of New York Life Insurance Company. Through his membership, Austin Wealth Strategies, LLC collaborates with an in-house team of specialists in the areas of tax, law, life insurance, accounting, and charitable giving. Our planning process allows us to crystallize your goals and objectives; for family, business, and community legacy. We then work with a team of over 30 support staff based in Dallas, Texas, as well as your own advisors, to design a customized plan to meet your objectives.

Eagle Strategies LLC

Eagle Strategies provides Rick and Luke with professional oversight of fee-based financial planning and investment advisory practices and access to 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. Rick Austin and Luke Austin, MBA are both Investment Adviser Representatives (IAR) of Eagle Strategies LLC.

NYLIFE Securities LLC

NYLIFE Securities LLC, a registered broker-dealer, is a wholly owned subsidiary of New York Life Insurance Company. Rick Austin and Luke Austin, MBA are Registered Representatives of NYLIFE Securities LLC. Our affiliation with NYLIFE Securities LLC allows us to provide our clients with access to mutual funds, stocks, bonds, money markets, options, and brokerage CDs.

Ash Brokerage

Ash Brokerage is a privately owned family-operated insurance brokerage general agency. Ash provides us with a multitude of products and support for life insurance, long-term care, disability income, and annuities. Our affiliation with Ash complements our mission to provide our clients with objective solutions to suit their individual needs.