Strategic Alliances
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.
The Nautilus Group®
As a Member Agent of The Nautilus Group®, a service of New York Life Insurance Company, Thomas Herrod 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. Learn More
Eagle Strategies LLC
Through Eagle Strategies, Thomas Herrod 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. Learn More
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 Thomas Herrod 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.
NYLIFE Securities
NYLIFE Securities, LLC offers Registered Representatives the resources of a full-service broker/dealer together with competitive investment products and services and a discounted cost structure for clients. As a registered broker/dealer, licensed insurance agency, and wholly owned subsidiary of New York Life Insurance Company, NYLIFE Securities, LLC can help us address the needs of almost every level of investor - from the novice to the sophisticated.
New York Life
Thomas Herrod 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, 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.
Brokerage Unlimited
Brokerage Unlimited is an unaffiliated third-party company that provides insurance, long term care, and annuity solutions. With over 50 years of experience, they leverage their knowledge, technology, and resources to provide cutting-edge services and solutions.
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