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Strategic Resources

 

The Nautilus Group®

As a Member Agent of The Nautilus Group®, a service of New York Life Insurance Company, Brett Sause works hand-in-hand with Nautilus specialists experienced in taxes, 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.

The above mentioned planning resource individuals associated with The Nautilus Group® are not affiliated with Atlantic Financial Group, LLC, but are employees and/or representatives of New York Life Insurance Company.
The Nautilus Group®, its member agents or employees may not give legal, tax or accounting advice.

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.


New York Life

Brett 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, 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 Third Party Rating Report as of 8/11/2015)

Based on revenue as reported by "Fortune 500, Ranked within Industries: Insurance: Life, Health (Mutual)." Fortune Magazine, 6/15/15. See Fortune.com/fortune500/new-york-life-insurance-company-88/

New York Life Advisors

We know that everyone has different methods and preferences when it comes to working with their clients, and we are always happy to work within the process our clients are familiar and comfortable with. We are here to serve, and we will always put their needs and wishes above everything else. We like to stay in constant contact with those we work with, and we are always available to talk whenever they need us.

As a member of New York Life, we are able to work with other trusted financial professionals that allow us to give our clients the best financial advice out there. The resources provided to us by the New York Life Professional Alliance Program allow us to have the most up to date knowledge and resources to work closely with our clients and their circle of trusted third-party advisors.


MainStay Investments

MainStay consists of autonomous institutional asset managers, each of which is highly specialized, with a unique investment focus, process, and philosophy. By working with MainStay it allows Brett to have access to top resources when it comes to investing, taxes and tax-related issues.

Below are just some of the Mutual Fund Families that we can provide: