How We Do It
Our Proven Process
It’s no accident that many high net worth people are very family oriented. Maximizing your family’s financial wealth doesn’t happen by accident either. We understand the things that are important to you. And our relationship with you and the process for securing your family’s future begins right there.
- Clarify your concerns and objectives.
- Provide a clear analysis and projection of your personal and business financial information.
- Explore possible strategies to achieve your goals.
- Collaborate with your circle of advisors.
- Implement and follow-up with your plan.
Strategic Resources
As a Member Agent of The Nautilus Group®, a service of New York Life Insurance Company, Curt Eskew works hand-in-hand with Nautilus specialists experienced in taxes, estate law, life insurance, accounting, and charitable giving. This relationship helps ensure you benefit from some of the most sound thinking when it comes to your estate.
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Through Eagle Strategies, Curt Eskew 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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Curt and his 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 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 7/27/17.)
Ash Brokerage is an unaffiliated 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, not available through New York Life or its subsidiaries. Our partnership with Ash complements our mission to provide our clients with objective solutions to suit their individual needs.
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